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Tax Planning

A proficient LBW adviser is always able to provide advice on tax-effective investments and the many ways you can legally save on your taxes. Effective tax planning ensures that you have adequate time to review and amend your tax strategies well before tax time. Our relationship with an accounting practice ensures current and effective tax planning is always achieved.  Your LBW tax plan will ensure you take full advantage of:

  • Maximum SMSF contributions
  • As many deductions as you are legally able
  • Tax effective investments
  • Optimum deductible super contribution
  • Income protection premiums
  • Tax free pensions & annuities
  • Any Interest & fees on investment borrowing