Welcome to the latest 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:
- The three biggest inheritance hiccups – and how to avoid them
- Four tips to planning your retirement
- Executive to consultants – watch out for the tax rules
- Starting a pension at 65 will save you tax
- Invest, save or spend? 10 smart ways to use your year-end bonus
- Estate planning – Options available in relation to real estate
- Don’t wish away market volatility
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.