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Knowledge Centre

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Private Client Library

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Th is guide covers some of the essential things to know about superannuation (super) including:
• Types of superannuation funds
• Key superannuation considerations
• Superannuation strategies
• First Home Super Saver Scheme
• Downsizer contributions
• Lump sum withdrawal from super
• Re-contribution strategy
• Superannuation death benefit nominations

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A Self Managed Superannuation Fund
(SMSF) is essentially a superannuation
fund which is controlled by you.
The primary purpose of a SMSF is to
provide for members in retirement.
As a fund trustee, you make all
decisions relating to the operation of
the SMSF, including how the SMSF’s
assets are invested. However, there are
strict rules in place for the operation of
It is the responsibility of the trustees to
ensure the SMSF is run in accordance
with these rules.

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Self Manged Super Funds

So you have worked hard all your life, now it’s time to slow down and
enjoy your lifestyle full time.
In retirement there are a number of different products and strategies
that can be utilised to help make your money last longer. These may
be used in addition to any Government Age Pension entitlements that
may be available.

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Retirement & Pensions

There are numerous ways to invest across the different asset classes and investment types.
This guide provides information on some of the main ways to invest, investment types and strategies.
Once you and your adviser have determined your attitude to investing, risk tolerance and
investment profile, it’s time to consider the choice of appropriate investment assets and the structures to hold those assets in.

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Investment and Investment Stategies

Gearing refers to borrowing funds for
investment purposes.
Borrowing money to invest can let you
get more investment assets working for
you sooner.
Gearing should only be used to invest in
assets with prospects for long-term
growth, like shares, managed funds, and
property. There are also potential tax
benefits from gearing.

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Gearing to Invest & Debt Recycling

Personal insurance helps keep your financial plan on track against life’s mishaps.
Insurance can provide a cost-effective method of providing personal wealth protection and can help you protect your family and yourself if you die prematurely or suffer illness, medical crisis or injury.
It can ensure that any lump sum capital needs are catered for and ongoing income
requirements are covered. Most people insure their homes and cars but not themselves and the income they earn.

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Personal Insurance

Estate planning is a key part of the financial
planning process.
In the event of your death, it helps to ensure
your wishes are carried out. This includes:
making sure your hard-earned assets reach
their intended beneficiaries; having a trusted
administrator in place; and where minors are
involved, nominating someone to take care of
them if the worst was to happen. It should be
noted that not all assets are estate assets and
only estate assets are distributed according to a will.

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Estate Planning

Getting older is a fact of life and with any luck, you'll live to a ripe old age. As we age many of us will require some assistance care. Choosing an aged care service can

be overwhelming. Whether it's for yourself or a loved one, your adviser is here to guide you through. It's never too early or late to have this important discussion.

Click here to download Brochure.

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