Welcome to the tenth issue of HLB Mann Judd Sydney’s Personal Wealth Adviser publication.

Personal Wealth Adviser provides insights into what you should be doing today to help secure the future for you and your family.

This issue includes articles on:

  • This is how your heirs will pay less tax when they inherit your super
  • End of financial year superannuation planning
  • Unlock your financial potential – Making the most of concessional contributions
  • Part #2: $1.9M is the new $1.7M
  • Year end tax considerations
  • Be careful buying into overvalued indexes
  • Everything you need to know about the housing crisis

Our personal wealth management team in Sydney includes specialists in debt advisory, estate planning and personal insurances as well as wealth management, superannuation and SMSFs.

Please reach out to our team if you would like to discuss your personal wealth needs.