Unlock the power of a self-managed super fund (SMSF)

Taking control of your superannuation with an SMSF offers flexibility and potential financial rewards. LDB guides you through every step, ensuring compliance and strategic investments tailored to your needs. Begin your journey to a secure, self-directed retirement today.

Streamlining SMSF management

Whether you have a new self-managed superannuation fund (SMSF) or an existing fund, LDB can help you enjoy all the benefits of super without the hard work.

An SMSF gives you much greater control over your retirement savings and how you invest them. You get to decide the type of investments that should be invested in and when these should be sold.

You will have the flexibility to pay yourself an income stream, pension, or lump sum payment if you meet the legal requirements. You can also put in place effective estate planning strategies that are relevant to you and your family.

Having your own SMSF can create significant paperwork while imposing the responsibility to comply with a raft of tax and superannuation regulations.

WHY CHOOSE LDB?

Working as One

Our team of superannuation experts ‘work as one’ to seamlessly provide a comprehensive SMSF administration service that lifts this weight from your shoulders. It encompasses:

Implementation and regular review of the Fund’s investment strategy.
Advice in relation to contributions, including what type of contribution should be made and to which member should they be allocated to
Pension advice and preparation of paperwork to commence the payment of the pension
Review of insurances (life/income) held by the fund
Estate planning including review of death benefit nominations
Investment recommendations
Guidance through the complex process of borrowing for the purchase of property
Portfolio administration, including the collection and processing of all investment paperwork
Online, real-time access to your fund’s portfolio valuation and transactions
Tax compliance and audit services.

Over many years, LDB’s professional team has helped hundreds of trustees make the most of their SMSFs.

Contact Us

Get help with your Superannuation today

Drop us a line today and have a chat about how LDB can help you.

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HOW CAN WE HELP?

Don't miss out

Is your SMSF receiving all the attention it deserves? If not, you may be missing out on valuable investment opportunities, overlooking tax benefits, experiencing underperformance, or being exposed to excessive investment risk.

Make sure your SMSF is living up to its potential.

To find out more call (03) 9875 2900 or fill in the contact form below, and ask one our SMSF experts to explain what we can do for you.

TESTIMONIALS

Hear what they’re saying about our services

          
   Kevin Saunders 
 2 July 2023
 
 
  My wife and I have been retired  for over 25 years. LDB have managed our modest Super fund for all of those years. Bruce and his staff have been wonderful with their advice and professional expertise in tax and Centrelink matters. We highly recommend this company.
  
 
       
   Luke Fuller 
 21 May 2023
 
 
  LDB Property Pty Ltd lacks any accountability or competent management.  After being told by one of their employees that we wouldn’t be charged a late fee (despite paying 6 months of owner’s corporation fees upfront) , they charged us a late fee and then denied they ever said it. I tried to contact their management but they wouldn’t return calls including the managing director Owen Day. This is a weak organisation with zero accountability and they are unable to even communicate with people. If you want a property services firm that does what they say with competent management- look elsewhere.
  
 
       
   Evin Donohoe 
 11 April 2023
 
 
  LDB have been helping us out with the finances and compliance for our games company for a few years now. We feel great every time we speak to them, and are ever thankful for their professionalism, insights, suggestions, and knowledge. I recommend them very highly.
  
 
       
   Christine G 
 7 March 2023
 
 
  Very professional and organised property managers. Communication is great. I highly recommend them.
  
 
       
   lee Opster 
 2 March 2023
 
 
  LDB Property provide a professional and high standard service. We have been a client for over 15 years and cannot fault any part of their Owner Corp and landlord services. Owen Day’s knowledge is extensive and reliable.
  
 
       
   Paddrick Màttur 
 4 January 2023
 
 
  Best property manager in 30 years of renting. Great communication, efficient, helpful and clear. Easy 5 ⭐️
  
 
       
   Morrie Caddie 
 1 January 2023
 
 
  Great people
  
 
       
   Patrick Paglia 
 5 October 2022
 
 
  I've been using LDB for over five years now-They take care of my personal tax needs and those of my electrical contracting company. Their suggestions and guidance have helped me to grow the business from strength to strength. Couldn't be happier with my choice of accountancy firm. I've also found LDB staff to be a pleasure to deal with
  
 
       
   Nick M 
 2 September 2022
 
 
  Our boutique apartment complex have utilised the services of LDB since settlement some 7 years ago. As a group we are very happy with the service provided. As an owner occupier I have found the staff and I. particular Kaye to be prompt, friendly and efficient when responding. I’m pleased that we have a property management team that we feel we can trust and rely upon to do a good job. Thanks.
  
 
       
   Simone Vagg 
 2 February 2022
 
 
  LDB Accountants are extremely professional and proactive with expertise in business taxation matters.  Highly recommend the Team at LDB.
  
 
  
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   Google rating score: 4.7 of 5, based on 40 reviews