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CASE STUDY: Elderton Winery

Assisting with growth challenges

Elderton Wines in the Barossa Valley is a second generation family-owned business. Cameron Ashmead and his brother run the business together. For a number of years, HLB Mann Judd has assisted the dynamic business with the challenges associated with rapid growth. Watch our video to learn more.

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CASE STUDY: Golden Mile Resources

Assembling a strong team is crucial for successful IPO

HLB Mann Judd acted as the Investigating Accountant for Golden Mile Resources (ASX:G88). The company went public in June 2017. G88’s CEO, Tim Putt, explains why IPO remains an attractive long-term option for resources companies and the importance of assembling the right team to help get you there.

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Assembling a strong team is crucial for successful IPO

CASE STUDY:

Keeping an open line of communication

Sean Dallimore from NAB Health talks about his relationship with HLB Mann Judd in Brisbane. He keeps and open line of communication with the partners to ensure they are all working together for the client. Transparency and collaboration are two reasons why HLB Mann Judd is awarded year-after-year for its client service.

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CASE STUDY:

A relationship spanning more than a decade

The former CEO of the Heart Foundation shares his experiences working with HLB Mann Judd’s audit and assurance team. The organisation also participates in the Exclusive Not-for-Profit Group (ENFP).

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Our People

Partner

Brian Sully

Business Advisory Services, Superannuation

Brisbane

Brian is a business advisory specialist servicing small and medium businesses as well as professional services firms across a range of industries. He is widely acknowledged for his expertise in the medical and allied health sector. He has formally held roles as an ASIC registered company auditor, local government auditor and forensic accountant. With this experience, Brian has gained exposure to a wide range of operating businesses and regulatory reporting environments.

Partner

Barbara Lazzarini

Business Advisory Services

Brisbane

Based in the Brisbane firm, Barbara provides a wide range of business and tax advice to clients. Taking a long term approach, she works closely with clients to develop the best strategies and solutions from both an operational and strategic business perspective. This helps them achieve their personal and business goals.

Partner

Stephen Preen

Business Advisory Services

Sydney

A partner for over 25 years, Stephen is a well-recognised practitioner with expertise that spans several business disciplines. He is highly regarded for his client focus, consultative approach and personalised service. These attributes that have been integral to much of his work with family owned and operated businesses.

Partner

Kirstin Stewart

Business Advisory Services

Perth

Kirstin develops strong relationships with her clients advising across a range of accounting, management, taxation, succession and estate planning issues. As a partner in the Perth firm, she has experience in providing business advisory services to many different types of clients. Kirstin is an Accredited Adviser and Member of Family Business Australia.

Partner

Paul Bottele

Wealth Management, Tax Consulting, Superannuation

Wollongong

Paul was named “SMSF Investment Strategist of the Year” at the 2017 NSW SMSF and Accounting Awards. With over 20 years' experience in taxation, superannuation and investment fields, Paul now heads the Wealth Management division in the Wollongong firm. He is a self-managed super fund specialist with extensive knowledge in all areas of superannuation, estate planning and insurance.

Director

Andrew Yee

Superannuation

Sydney

Andrew heads the self-managed superannuation team in Sydney. He advises across all aspects of superannuation with a focus on SMSFs and high net wealth investors in the areas of taxation, retirement planning, audit and regulatory compliance.

Insights & News

REPORT: 2018 IPO Watch Mid-Year Report

It has been a positive start to the year for the Australian IPO market according to HLB Mann Judd’s 2018 IPO Watch Mid-Year Report. Although the 2018 market experienced a slower start to the year when compared to 2017, it has still outperformed the previous five-year average.
2018 IPO Watch Mid-Year Report

REPORT: 2018 Freight Forwarding & Customs Broking industry snapshot

This is the second International Freight Forwarding & Customs Broking industry snapshot released by HLB Mann Judd in conjunction with The Australian Federation of International Forwarders and The Front-Line Group.
2018 Freight Forwarding & Customs Broking industry snapshot

Insights

For Impact - Issue 14 2018

Welcome to For Impact, HLB Mann Judd’s regular newsletter for the Not-for-Profit sector. In this…

The changing credit landscape in Australia

In summary, while the credit landscape in Australia is currently become tighter and lenders squeezed,…

Events

Employee Shares Schemes: Tax and Legal Perspectives

The administration, tax implications and reporting of ESS interests, such as shares, performance rights and…

VCC 2018 Business Festival

Come find us at the VCC 2018 Business Festival! HLB Mann Judd has proudly sponsored…

Latest tweets:
Government inaction on asset write-offs could sting #SMEs https://t.co/oY0fzEbzARHow to pay for weddings, school fees and holidays with a mortgage https://t.co/s0z3hmOu3s #saving #personalfinance#smallbusiness in for rude shock over asset write-off https://t.co/OGlFACyn0RCongratulations Paul Bottele, Mitchell Markwick, Michelle Houston and HLB Wollongong for being named finalists in 1… https://t.co/cKGViBDbI2Taxing times for Australian expats overseas https://t.co/GaTrdl8NsO #tax #expats

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