Welcome to the seventh 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:

  • When it’s time to let the kids get involved in your finance
  • Hot Property: Is now a good time to sell your home and make use of the Downsizer Contribution?
  • What’s the outlook for interest rates?
  • Estate Planning – even billionaires can mess it up
  • Do I need to pay tax on that birthday gift from an overseas relative?
  • Last chance for $25,000 super deduction
  • Why Australian shares command a long-term perspective

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.