Maximise your retirement potential with expert superannuation services
Self-managed superannuation specialists
Superannuation is a tax-effective vehicle for building wealth in the long term.
Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice and access to a wider range of wealth-building options than are available in public-offer superannuation funds.
We are specialists in the establishment and ongoing operation of SMSFs. We have particular expertise in the complex area of SMSFs borrowing to invest in residential and commercial property.
SMSFs are not for everyone, and we can also recommend alternative superannuation vehicles to suit your specific requirements.
Creating a new SMSF
Explore the steps to establish your own Self-Managed Superannuation Fund (SMSF), unlocking personalised investment opportunities and gaining control over your retirement planning. Learn how our expertise guides you through setup, compliance, and strategic wealth management to secure your financial future.
SMSF management
Estate planning and trusts
Retirement planning
Embark on a journey to a secure and fulfilling retirement with our strategic planning services. Learn how personalised planning and expert advice can align with your retirement goals, ensuring you have the resources to live your dream retirement lifestyle.
Tax compliance and audit services
Ensure your Self-Managed Superannuation Fund (SMSF) remains compliant with Australian tax laws and regulations. Discover how our specialised tax compliance and audit services provide peace of mind, keeping your fund on track and in good standing.
Contact Us
Get expert advice for your SMSF today
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Let LDB help ensure your SMSF is compliant and successful.
Call us on (03) 9875 2900 or fill in the contact form below, our SMSF experts will be happy to answer all your questions.
Here for the long term
A financial plan is often directed towards goals that may take decades to achieve, so it makes sense to work with a firm that will be around for the long term.
Our team combines great experience with younger talent to provide effective financial advice throughout every stage of your life.
We undertake regular reviews of clients’ strategies and investments to ensure they remain appropriate and the plan is on track. We are always available to answer any questions clients may have.
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