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Don’t think you need life insurance? Think again

Ask people what their biggest asset is, and most will name their home, or perhaps their superannuation or investment portfolio. But this mistake could cost people dearly.

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.

The Bottom Line Quarter 2 2019

The Bottom Line aims to keep you in the loop with all the latest accounting and financial reporting developments, and the potential impact they may have on your business.

Our People

Partner

Darren Matthew

Wealth Management

Adelaide

Darren is a partner in Adelaide’s Wealth Management team. Darren is renowned for working closely with his clients to identify their objectives and help improve their personal financial structure. His experience covers advising to a broad spectrum of individuals in relation to their personal financial management, super, insurance and retirement objectives.

Partner

Simon James

Audit & Assurance, Corporate Advisory

Sydney

Simon is responsible for assisting clients with a wide range of accounting and corporate matters, with a particular emphasis on audit and assurance, due diligence, succession planning and the initial public offering of shares and securities for those groups seeking to list on a local or foreign stock exchange.

Director

Alexander King

Tax Consulting

Sydney

Alexander is a Director in the Sydney firm who practices in tax compliance and consulting. He has extensive experience in corporate taxation, advising businesses across a range of industries including funds management, property, agribusiness and transport.

Partner

George Wright

Wealth Management

Adelaide

George is a partner in the Adelaide firm’s wealth management team. He has more than 25 years experience providing financial planning and superannuation strategy advice to businesses and individuals. George’s passion is to provide a material difference to each of his clients.

Partner

Lynn Scholz

Business Advisory Services

Adelaide

Lynn has significant experience in providing high quality business advisory services to a range of small and medium businesses, in particular family businesses. Her experience extends across several industry groups including primary production, wine, retail and medical practitioners. Lynn also provides a comprehensive suite of tailored business services to high net wealth individuals.

Partner

Mark Peters

Audit & Assurance

Melbourne

As a former director of audit with Victorian Auditor-General’s Department, and with time spent overseas with the United Kingdom’s National Audit Office, Mark’s professional career has seen him privy to the rare and invaluable kind of experience that can only be gained through holding senior public sector positions that call upon the highest levels of probity.

A slow start to the IPO market in 2019

A slow start to the IPO market in 2019

Despite a relatively slow start to the year for IPOs, new listings have performed well in terms of share price with good subscription levels for the six months of 2019, according to the IPO Watch Australia Mid-Year Report.

2019 IPO Watch Mid-Year Report

2019 IPO Watch Mid-Year Report

The 2019 IPO Watch Mid-Year Report wraps up the first six months of 2019. It provides commentary and analysis of the Australian IPO market.

Sydney Metropolitan Golf Report

Sydney Metropolitan Golf Report

Welcome to the 2019 Sydney Metropolitan Golf Survey. The information in this report is taken from our sample of the 92 courses in the area.

Latest tweets:
HLB Mann Judd’s IPO Watch Mid-Year Report is a snapshot of Australian IPO activity for the first half of 2019 and i… https://t.co/UEjc9VXd6mNavigating the new normal in #wealthmanagement. @HLBMannJuddNSW partner Jonathan Philpot discusses how long-held pr… https://t.co/gJlXJgdPQcHas the sun come out for the Australian #IPO market? #IPOWatch Mid-Year Report launches next Tuesday. Pre-register… https://t.co/4Vzaq2wZxPSteve Branson was recently appointed to director in our Adelaide firm. His expertise includes management reporting,… https://t.co/I4f2faM0GZHow #downszing is a growing #mortgage-busting option in #retirement https://t.co/WDGvWP9sBb

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