LDB Group Australia

Melbourne accounting and advisory firm LDB Group describes its service as unified. Its specialists cover accounting, tax, wealth management, superannuation and property, and the group says a client with a business question and a personal one can be served by the same team. The firm traces its history to 1986, when it was a focused accounting practice, and it says it has since become a broader advisory business.

Lending through more than twenty lenders

The group offers lending advice across a wide panel. The firm says it works with more than twenty bank and non-bank lenders, and it presents this breadth as the route to competitive packages for home purchase and for business working capital.

Owners corporation and property management

Property work includes owners corporation management, which the group says covers residential, commercial, industrial and retail owners' corporations. It also supports buyers, sellers, landlords and tenants on property matters.

Business exit and succession planning

Business exit and succession planning helps owners obtain a strong return from the business they have built and plan how it passes to the next owner. The group also lists audit services for a wide range of organizations, for many different purposes.

Tax compliance and strategy for businesses

Tax work covers the compliance that keeps a business's returns and reporting in order, and strategic advice on managing tax obligations and reducing risk. The group says its tax professionals offer both, so that the routine filing and the longer-term planning are handled by the same people. Its updates also discuss current tax rules, such as capital gains tax and the minimum tax on discretionary trusts.

Superannuation and retirement planning

Superannuation advice covers retirement planning and the optimizing existing funds, with the aim of building long-term wealth. The group describes its advice as guidance at every step along the path to financial independence. Its updates have covered proposed changes to self-managed super funds.

A firm founded in 1986 that keeps its values in view

The group says it is guided by honesty, integrity and respect, and that it aims for clear and frank communication with clients and colleagues. It describes its team as working as one and says it has grown by embracing new technology and expanding its services. The firm calls itself a respected name in Australia's financial sector, which is a self-description, and it presents its client relationships as the basis for its long-standing reputation.