Welcome to the ninth 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
  • Part #1: $1.9M is the new $1.7M from 1 July 2023, the general transfer balance cap was indexed meaning many more retirees can again make non-concessional contributions this year
  • CGT on residential properties – not as simple as you think part 2
  • Why wealth should be liquid and accessible in retirement
  • Why investors shouldn’t give up on Australian shares

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.