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Showing 1 - 10 of 10 results for "Jonathan Philpot"

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... company. It can continually reinvest profits generated," Hutton said. HLB Mann Judd wealth management partner Jonathan Philpot said the long-held 60-40 asset allocation rule is no longer adequate if Australians are to retire comfortably as an 80-20 ratio ...

Advice firm runs rule over Labor policy

DARREN SNYDER  |  FRIDAY, 7 DEC 2018
... dividend imputation all need a closer look heading into an election year. HLB Mann Judd Sydney wealth partner Jonathan Philpot said these issues are likely to dominate investor discussions throughout 2019 and the impact must be examined. On negative ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... claiming on insurance, as simple as possible for our clients," Kennedy said. HLB Mann Judd wealth management partner Jonathan Philpot, who was one of the drivers of the initiative, said the firm had identified insurance as a key area for clients. "The ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
HLB Mann Judd wealth management partner Jonathan Philpot said advisers should review wealth building strategies as the common tactic of investing savings in the name of the lower income-earning spouse once a mortgage has been paid off. This can have ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... otherwise be referred to lawyers when the important financial issue arises. HLB Mann Judd wealth management partner Jonathan Philpot said he expects super funds will always look to expand their range of services but estate planning was an entirely different ...

SMSFs to remain popular despite political uncertainty

DARREN SNYDER  |  WEDNESDAY, 3 FEB 2016
... regardless of federal government changes to the retirement income system. HLB Mann Judd wealth management partner Jonathan Philpot said technology advances are continually driving down the costs of running an SMSF and the option may be worth considering ...

Forget Australia, head stateside for property yield

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... love affair with property is "certainly greater than Australia's love affair with shares," HLB Mann Judd partner Jonathan Philpot said. He explained that he is increasingly being approached by clients - mainly self-managed super fund (SMSF) trustees ...

Workers should track down super when changing jobs

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... their superannuation savings or they could end up with two funds. HLB Mann Judd Sydney wealth management partner Jonathan Philpot reminded that "unless action has been taken to transfer super from a previous fund to a new one, or to ensure contributions ...

Property-reliant SMSFs face potential risks

MELANIE TIMBRELL  |  TUESDAY, 31 JAN 2012
... property and then you go through a period when you can't rent the property out," said wealth management partner Jonathan Philpot. "It's not like you've got the spare money that you can them just put in to pay off the loan - this is all money that's got ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
... recommends a three-pronged strategy to accumulate wealth. According to HLB Mann Judd wealth management partner Jonathan Philpot, maximising a client's financial position relies on them or their planner's ability to identify the wealth builder signal ...
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