Welcome to the fifth 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:

  • Four tips for dealing with higher interest rates
  • Should I prepay the mortgage or make extra contributions to super?
  • NSW first home buyers given choice between stamp duty and annual property tax
  • Deceased estates and selling the family home
  • Look beyond one year investment returns
  • Centrelink Concession Cards Post The 2022 Budget: New Income Thresholds.

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.