Welcome to the latest issue of HLB Mann Judd Sydney’s Personal Wealth Adviser, providing insights into what you should be doing today to help secure the future for you and your family.
This issue includes articles on:
- Div 296 – A more balanced super tax proposal
- The best investment habits to teach your children
- Financial planning for self-employed professionals
- Hidden traps in the trust deed: what every trustee should know
- Helping your kids get into the property market
- The state of Total and Permanent Disability (TPD) claims in Australia
- Is gold still a safe haven or just a shiny bubble?
Our Sydney personal wealth management team offers clear, personalised solutions for your financial future. We have specialists in wealth management, superannuation, self-managed super funds, estate planning, debt advisory and insurance services.
Please reach out to our team if you would like to discuss your personal wealth needs.