< Meet the Team

Mark La Bozzetta

Partner – Strategy and Wealth Advisory


CERTIFIED FINANCIAL PLANNER®
CERTIFIED FAMILY BUSINESS ADVISER
SMSF Specialist Adviser
GradCert Organisational Coaching & Leadership
Authorised Representative

Mark has enjoyed a diverse career both as a business owner and executive, spanning banking, technology, wealth management and business coaching.

Mark loves helping business owners and families set an aspirational vision to protect, grow, and enjoy their wealth. This often involves running strategy workshops with business clients, plus working with families to achieve financial freedom, a comfortable retirement, and building legacies that will positively impact future generations.

Get in touch with Mark through our contact page.

When out
of the office

Interests

Staying fit and healthy
Time with family & friends – preferably around a table of Italian food.
Trying to learn flamenco guitar – again!

Mark & Natalie have three children and spend as much time with them as possible supporting their various activities. Mark likes to work-out with his teenage boys however staying competitive with them increasingly feels like a delusional endeavor.

Favourite Holiday Destination:

Anywhere with the kids is fun, but Mark and Natalie’s favourite destination is Italy.

Mark La Bozzetta's Articles

Breaking News: Latest Division 296 Updates

The Federal Government has announced key changes to its proposed superannuation tax, following strong feedback from industry and investors. These adjustments aim to make the policy more practical, equitable and sustainable. Key changes include Only realised earnings will be taxed (not unrealised gains). $3 million threshold will be indexed to inflation. New $10 million tier […]

Nine things you can do to super-charge your Superannuation strategy

Superannuation is one of the most powerful tools Australians have for building long-term wealth and reducing tax. Whether you’re just starting out, in your peak earning years, or approaching retirement, there are a range of strategies you can use to make the most of your super contributions and ensure you’re well prepared for life after […]

Don’t set up an SMSF without this: Why your SMSF Investment Strategy matters

The main motivation for setting up a self-managed superannuation fund (SMSF) is often greater control and flexibility over your retirement savings. But true control means having a plan. When establishing an SMSF, the most important step is developing a clear and tailored Investment Strategy. It’s not just a legal requirement, it’s the foundation of your […]

Additional 15% tax on superannuation balances over $3 million: What you need to know

Following the results of the general election and recent comments from Treasurer Jim Chalmers, the proposed Division 296 tax a new 15% tax on superannuation balances over $3 million is expected to return to the legislative agenda when Parliament resumes. What is division 296 tax? The Division 296 tax is a proposed measure targeting individuals […]

Saward Dawson acknowledges the Traditional Custodians of the land on which we work and we pay our respects to Elders past and present. 

Level 1, 20 Albert Street, Blackburn VIC 3130
PO Box 1212, Blackburn North VIC 3130

contact@sawarddawson.com.au | +61 3 9894 2500

Liability limited by a scheme approved under Professional Standards Legislation.

Privacy Policy   |   Disclaimer   |   Wealth Advisory Privacy Policy |   Wealth Advisory FSG