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Maximise your retirement potential with expert superannuation services

Tailored strategies for long-term wealth building

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.

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SMSF management

Dive into the essentials of managing your Self-Managed Superannuation Fund (SMSF) with confidence. Discover how our comprehensive management services can simplify your fund’s administration, compliance, and investment strategies, ensuring your SMSF maximises its potential for a prosperous retirement.
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Estate planning and trusts

Uncover the importance of forward-thinking estate planning and trusts in safeguarding your wealth and ensuring your legacy endures. Learn how our tailored strategies and expert advice can help you navigate the complexities of estate planning, offering peace of mind and security for your loved ones.
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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.

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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.

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Get expert advice for your SMSF today

Enjoy the piece of mind of knowing your SMSF is compliant.

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Get in touch with LDB today

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.

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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.

TESTIMONIALS

Hear what they’re saying about our services

LDB Superannuation Services Pty Ltd is an Authorised Representative (no: 1253818) of LDB Financial Group Pty Ltd ABN 83 161 933 777
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Welcome TaxBiz clients to LDB Group

We are excited to announce that TaxBiz has joined the LDB family. This acquisition brings together two trusted names in accounting and advisory services, ensuring you continue to receive the same high-quality support you’ve come to expect, now with even more resources and expertise.

As part of LDB, you’ll have access to a broader range of services, a dedicated team of professionals, and a commitment to helping you achieve your financial goals.

What does this mean for you?

  • Your existing TaxBiz team remains here to support you.

  • You now benefit from LDB’s extensive experience and service offerings.

  • We’re here to make this transition smooth and positive.

Thank you for your trust and loyalty. We look forward to working with you as part of the LDB community.

Explore our services and learn more about LDB.

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Our team is taking a short break, with the office closed from Tuesday 23/12/2025 to Tuesday 06/01/2025, reopening on Wednesday 07/01/2026. The property department will be available for urgent maintenance matters during this period.