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LBW & Partners provide you with a regular newsletter packed with important information that will help you and your business. This newsletter will be emailed to you at regular intervals. You will also receive an Annual Update that will be mailed to you in hard copy format. Subscribe here
The following publications have been developed to help with your personal and business financial planning and can be downloaded now.
2008 Personal Tax Return Checklist
[ 59 kb ] - A simple checklist to ensure you have all the paper work required for LBW to prepare your income tax return.
BDQ
[ 33 kb ] - Business Development Questionnaire - A short questionnaire that will help to develop and set your business goals.
Financial Advice
[ 392 kb ] - Financial Advice - Background Fact Find (PDF)
Fuel Tax Credits - Fact Sheet - July 2008
[ 100 kb ] - ATO Fuel Tax Credit Fact Sheet
Risk Checklist
[ 40 kb ] - Risk Checklist - A personal and business financial health check list.
SMSF Document Checklist
[ 51 kb ] - A simple checklist to ensure you have all the paper work required for LBW to open a Self Managed Super Fund
Long Term Investing report
[ 679 kb ] - Comparing investment performance over 10 & 20 years
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