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Showing 51 - 60 of 77 results for %22HLB Mann Judd%22

Workers should track down super when changing jobs

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... during the last financial year should keep track of 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 ...

Low balance members hit with fees under super changes

ALICE URIBE  |  MONDAY, 8 APR 2013
... will be taxed at the same concessional rate of 15% that applies to earnings in the accumulation phase. Andrew Yee, HLB Mann Judd director of wealth management told Financial Standard that the extra work for advisers to comply with the proposed changes ...

Politicians move 'super' goal posts at their peril

MARK SMITH  |  TUESDAY, 12 FEB 2013
... structure within which to invest for their retirement, according to Michael Hutton, head of wealth management at HLB Mann Judd Sydney. However, recent research by National Seniors Australia has reveals that more than half of Australians aged over 45 ...

Accounting firm takes on wealth management

STAFF JOURNALIST  |  THURSDAY, 29 NOV 2012
Accounting firm HLB Mann Judd Melbourne has joined with financial adviser Andrew Lord to create a new wealth management division. The division will operate under the name HLB Mann Judd (Vic) Wealth Management and will be headed by Andrew Lord who has ...

ASIC winds up unregistered managed investment scheme

BEN COLLINS  |  FRIDAY, 15 JUN 2012
... Secured Bond Ltd. In proceedings on 28 May 2012, the Supreme Court also made final orders appointing Barry Taylor of HLB Mann Judd as liquidator of the scheme, known as Master Fund. The Australian Securities & Investments Commission (ASIC) believes the ...

Property-reliant SMSFs face potential risks

MELANIE TIMBRELL  |  TUESDAY, 31 JAN 2012
... of holding property investments among SMSF trustees, the practice comes with an element of danger, according to HLB Mann Judd. Information released in the most recent Mutiport SMSF portfolio analysis recorded a marginal rise in property holdings, attributed ...

Super strategy needed for retirees

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
... understanding in super savings options, said an advice firm. According to Michael Hutton, wealth management partner at HLB Mann Judd Sydney, retirees need to reassess their ongoing approach to superannuation to explore and take advantage of the flexibility ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... by SGI in further high quality investments," said SGI. Peter Bembrick, tax partner with accountants and advisers HLB Mann Judd Sydney, said family trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
... being hit by tax and forced liquidations in the pensions phase if they don't plan ahead, financial services firm HLB Mann Judd has warned. Michael Hutton, head of wealth management at the firm, said self-managed funds need cash available to meet pension ...