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Showing 1 - 10 of 11 results for "HLB Mann Judd Wealth Management"

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... support, in an equitable and sustainable way." The consultation period runs until October 18. HLB Mann Judd wealth management partner Michael Hutton said in a recent Financial Standard podcast that the proposed changes many pain points. An analysis by ...

High super balance tax needs work: Podcast

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
In a new podcast, HLB Mann Judd wealth management partner Michael Hutton says the plan to double concessional tax rates on super balances over $3 million has many pain points. Speaking with Financial Standard, Hutton said he is not a fan of the proposal ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... wealthy Australians should consider supplementing their nest eggs, a wealth management expert says. HLB Mann Judd wealth management partner Michael Hutton says the passing of some superannuation bills in parliament recently should get wealthy retirees ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... applying for and 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 ...

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 ...

Advisers doubtful over super home deposit scheme

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2017
... proposed first home superannuation saver scheme is raising concerns with several financial advisers. HLB Mann Judd wealth management manager Lindzi Caputo said there are still a lot of questions surrounding the initiative, announced in Treasurer Scott ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... Western Australia. Partnering with Sovereign Plus, the new wealth business will operate under the HLB Mann Judd Wealth Management banner from its Stirling Street offices. Sovereign Plus has strengths in financial health checks, wealth generation strategies ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... clients who would 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 ...

SMSFs to remain popular despite political uncertainty

DARREN SNYDER  |  WEDNESDAY, 3 FEB 2016
... continue to increase 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 ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
... comprehensive suite of wealth management services, and add new skills and capabilities to the team" HLB Mann Judd Wealth Management Partner George Wright said. "We identified major similarities in our corporate culture and nature of client base, and ...
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