Welcome to the Summer 2024/25 issue of HLB Mann Judd’s Client Alert.

In this issue, we:

  • Provide a firmwide review of 2024.
  • Summarise new climate reporting requirements and challenges in emissions tracking.
  • Discuss the growing threat of identity theft targeting tax returns and how to protect your Tax File Number (TFN).
  • Outline key impacts of Section 99B on Australians receiving distributions from foreign trusts.
  • Share four essential qualities to seek in a trustworthy financial adviser.
  • List our regular important Tax and Reporting dates.