Wealth Planning
Multi-generational strategies tailored to protect, grow, and align your wealth with your life goals.
Legacy is Built with Intention
Wealth is not the destination—it’s the vehicle through which you shape a legacy. At Lightbulb, we work with you to build a multi-generational wealth strategy rooted in clarity, discretion, and enduring value. From asset protection to estate structures, philanthropy to succession, our planning is as comprehensive as it is confidential. Because true peace of mind lies in knowing the future is handled.
Areas of Expertise
Superannuation
- Super fund research and selection
- Optimising super contributions and concessions
- Self-managed super funds (SMSF’s) and defined benefit fund advice
- Retirement pension strategies
Wealth creation
- Cash flow and debt management
- Retirement planning
- Non-super investment structures
- Redundancy management planning
- Managing inheritances, business sale proceeds and bonuses
Wealth preservation
- Intergeneration wealth transfer advice
- Aged care advice and social security benefits
- Superannuation succession and estate planning advice
Featured articles
Is Your Family Trust Facing a Minimum 30% Tax Rate?
The 2026-27 Federal Budget has put family trusts firmly in the government's crosshairs. If proposed new rules become law, trustees of discretionary trusts will be required to pay a flat 30 per cent minimum tax on trust income from 1 July 2028. This is a fundamental departure from the income-splitting flexibility that has made these structures so attractive to Australian families and small business owners for decades. With bucket company arrangements effectively penalised, transitional rollover relief on the horizon, and the fixed trust distinction harder to satisfy than many assume, the implications are wide-ranging. Here is what you need to know.
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