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Year End Strategies 2019

The latest 2019 Year end strategies focuses on maximise your tax savings for 2018/19 and how to start planning fresh for next year.

Taxing times for Australian expats overseas

Many Australians dream about living and working overseas. Before packing your bags, we recommend you think about what steps need to be taken to ensure you don’t end up with a big tax bill on your return home. This article explores CGT, tax residency, investments, superannuation and other considerations for Australians preparing to work overseas.

Financial Times - Winter 2019

Welcome to HLB Mann Judd’s Financial Times for Winter 2019. Our quarterly newsletter on business and personal finance information.

Our People

Partner

Katherine Patel

Business Advisory Services

Brisbane

As a partner in Brisbane’s Business Advisory and Tax Consulting divisions, Katherine works alongside large businesses and high net worth individuals both on and offshore. With a strong commitment to clients, Katherine provides dedicated and personalised service to assist businesses navigate and understand various compliance and taxation issues.

Partner

Andrew Buchan

Wealth Management, Superannuation

Brisbane

Andrew leads the Wealth Management and Superannuation divisions in Brisbane. He believes in working collaboratively with his clients to achieve their financial goals. This is achieved by creating wealth via a bespoke, structured and long-term approach. Andrew prides himself on delivering personal and authentic client service.

Partner

Darryl Swindells

Audit & Corporate Advisory

Sydney

Darryl is a senior partner in the Sydney firm’s Audit and Corporate Advisory divisions. His expertise lies in the areas of auditing, forensic accounting, fraud prevention and prospectus development. He is the head of HLB Mann Judd’s Not-For-Profit industry group. With this focus he leads and develops thought leadership that drives change and support for the NFP sector in Australia.

Director

Rowan Tracey

Business Advisory Services

Perth

Rowan joined HLB Mann Judd as a graduate in February 2005 and was promoted from Manager to Director in the Advisory Services Division in July 2018. Rowan has extensive knowledge and experience in accounting and taxation issues across a diverse range of industries, however, his particular area of specialisation is the Building and Construction industry.

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.

Director

Peter Bishop

Corporate Advisory

Brisbane

Peter offers specialist corporate finance advice to public and private businesses. He has extensive advisory experience in capital markets, capital raising and private equity. Peter regularly acts as lead adviser to boards on merger and acquisition transactions and provides strategic advice designed to maximise shareholder value.

Not-for-profit income recognition template

Not-for-profit income recognition template

The new reporting standards for NFPs are complex. To make AASB 15 and AASB 1058 easier, we have developed the HLB Not-for-Profit Income Recognition Template.

Lessons from the banking royal commission for the NFP sector

Lessons from the banking royal commission for the NFP sector

The Hayne Report findings have something all not-for-profit organisations could learn from.

EOFY super planning checklist

EOFY super planning checklist

With the Coalition Government re-elected and no major changes to superannuation on the horizon, it’s time to undertake a final review of your super to ensure that you have maximised your tax and retirement benefits for the 2018-19 year.

Latest tweets:
With a number of important changes coming in 2019, Sydney partner Peter Bembrick is urging businesses not to leave… https://t.co/WKAVprp6nh#SMEs warned on #ATO benchmarks as #datamatching becomes more sophisticated https://t.co/ajZh6IfJPUThe savers' dilemma: chase risk or watch returns crumble https://t.co/EtyrCDL30uHow to maximise your #superannuation this #EOFY https://t.co/hETbP1SMwq https://t.co/gvTB9XkLBWCongratulations! https://t.co/s1HEW7erLr

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