Welcome to the sixth 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:

  • How to get your financial affairs in order
  • CGT on residential properties – not as simple as you think
  • Proposed tax on super balances of over $3 million
  • Relationship breakdowns – can you protect an inheritance from ‘outlaws’?
  • Franking credit income vs interest income
  • Life insurance trends in Australia
  • Rate rises recalibrating investor expectations
  • End of financial year wealth strategies

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.