LBW Advisory

LBW Advisory is an accounting and tax firm that has served clients for around thirty years. It describes itself as the most reviewed accounting practice on the Peninsula, and it says it takes on a limited number of clients so it can work with them long term.

Its work begins with compliance and moves on to structuring and planning.

What LBW Advisory offers

• Business and tax compliance — income tax, BAS and ASIC obligations, using Xero.
• Tax strategy and planning — proactive planning across income, investment and structure.
• Business and investment structuring — trusts, companies and multi-entity setups.
• SMSF services — administration, compliance and strategy for self-managed super funds.
• Property tax advice — residential and commercial investment and development, from purchase to sale.
• Systems and reporting — Xero setup and management reporting.

Who it works with

Business owners and investors who want structure and strategy as well as a tax return.

Key facts

• Experience: about thirty years
• Platform: Xero