LBW Chartered Accountants

As the Government encourages Australians to take responsibility for and reach their retirement goals, a majority of Australians are now required to choose their own superannuation funds.

LBW Financial Planning was established in July 2005 as a joint venture company. Since then LBWFP has gone from strength to strength as more and more clients realise the importance of the role planning plays in achieving their financial goals. On 18 December 2009 LBW Financial Planning Pty Ltd became 100% owned by LBW Chartered Accountants, and became an Authorised Representative of Lonsdale Financial Group Limited, Australian Financial Services Licence Holder No. 246934.

Why choose LBW Financial Planning?

This is your introduction to a professional financial practice that can help you manage all of your financial matters with ease and confidence.

LBW realise the importance of effective tax planning and work with you to achieve your business goals and ensure your statutory obligations are met.

As unpleasant as the task is, estate planning is one of the necessities of life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

LBW Chartered Accountants is experienced in the audit of all types of organisations and business structures including ASX listed companies, unlisted public companies, international enterprises, subsidiaries of foreign organisations, family businesses, partnerships and trust accounts of solicitors, real estate agents, travel agents and accountants. We also audit public sector and not-for-profit organisations such as local councils, co-operatives, indigenous organisations, charities, foundations, professional associations and trusts.

LBW Chartered Accountants specialises in providing tailored tax solutions. We have considerable experience in providing tax advice to a wide range of entities whether it be individuals, family businesses or multinational companies.

LBW Chartered Accountants is one of Geelong’s largest and most reputable accounting firms which has been serving the business community for over 25 years.

(Incorporating Litigation Support and Specialist Business Services)

There are a number of events in a business lifecycle that may require a formal valuation.

Typically these events are when a business is being acquired or disposed of. However there are many other occasions where a formal business valuation may be required to: