Lawrance Private Wealth provides tailored investment management and strategic financial advice to protect and grow wealth.

Lawrance Private Wealth

Lawrance Private Wealth offers independent financial advice and tailored investment management.

Lawrance Private Wealth | 153 followers on LinkedIn. Make potential, reality. | Progressive investment and strategic advice.

Bringing the expertise, the best of technology and an open market architecture to Investment Advice, Strategic Planning for Family Groups, HNW Individuals and ‘For-Purpose’ organisations.

We have unparalleled access to investment research and portfolio managers from the very best research houses across the world.

Adam Lawrance

Financial Adviser at Lawrance Private Wealth

Sam Colman CFP®

Financial Planning Assistant & ANU Student

Seamus O'Connor

Business Operations Manager at Lawrance Private Wealth

Sarah Gresham

FIVE FEDERAL BUDGET TAKEAWAYS Electrical Bill Relief Each household will receive a $300 rebate on their energy bill. The relief will be automatically applied and spread over each quarter. Student Loans HECS debt indexation will be now capped at the lower of inflation or wages, as measured by the consumer price index and the wage price index. As a result, three million graduates will have their student loans reduced on average of $1,200. Tax Cuts All Australian taxpayers will receive a tax cut in the next financial year. Under the previously announced (and then amended) stage three tax cuts, high income earners will receive a $4,529 tax deduction while a worker with an $100,000 annual income will be $2,179 better off. Aged Pension The deeming rate used to determine age pension eligibility and payments will be freezed at 2.25% for one more year. Typically the deeming rate moves in line with the RBA's cash rate. Small Business Asset Write-Off The instant asset write-off scheme will be extended for another year. Small businesses (turnover <$10 million) can continue to instantly deduct the cost of eligible assets up to $20,000. For a more in depth article from a financial planning perspective into the 2024-25 Federal budget, visit our Insights page on our website https://lnkd.in/eWeFDxzU

At Lawrance Private Wealth we help our clients find solutions to their financial concerns. Meet Graham and Louise who want to provide equal inheritances to their three children; however, the majority of their wealth is held within the family's cattle farm. The eldest son works and intends to take over the farm, while the other two children live and work in the city. By approaching us early, Graham and Louise were able to grow off-farm assets and dilute the amount of wealth attributed to the farm. We also implemented a life insurance policy to provide a lump sum to the children upon their passing. Finally, the farming asset was restructured to support debt and enable equal inheritances to the three children. General Advice Disclaimer: The information and opinions within this post are of a general nature only and do not consider the particular needs or individual circumstances of investors. The Material does not constitute any investment recommendation or advice, nor does it constitute legal or taxation advice. Zuppe International Pty Ltd (ABN 12 628 405 952) does not give any warranty, as to the accuracy, reliability or otherwise of the information and accepts no liability for any loss or damages suffered as a result of reliance on such information or opinions.

Christmas is just around the corner 🎄 The Lawrance Private Wealth office will be closed on 22 December for the upcoming holiday season as the team takes a well-deserved rest. We want to extend a thank you to our clients who we have worked with over the past year. We hope you have a fantastic holiday break, and we are looking forward to seeing you back in the office commencing Monday 8 January 2024 👋 Looking to book an appointment in the new year? Get in touch: lawrancepw.com.au/contact #HolidayHours #CanberraBusiness #FinancialPlanningCBR #Canberra

Our team of trusted experts is available to advise you on your investment journey to ensure you are making investment decisions that align with your risk profile. With access to world leading research, the Lawrance Private Wealth team works closely with you to manage your portfolio to better protect and grow your wealth. 📞 Contact us to find out more and to schedule a consultation. lawrancepw.com.au/ #SustainableInvestments #EthicalInvestments #PortfolioManagement

We know it can be difficult to know where to start to make your financial dreams a reality. At Lawrance Private Wealth, we bring together industry expertise and the best technology to work with you to understand your current situation and develop tailored strategies to help you achieve your financial goals and objectives 🌟 Get in touch with our experienced team of financial advisors to build your wealth. lawrancepw.com.au/ #FinancialLiteracy #FinancialStrategy #FinancialTechnology

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