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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

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

Bill Nussbaum

Tax Consulting

Sydney

Bill has considerable experience working with medium sized enterprises including locally owned business and Australian subsidiaries of foreign business. With a high level of expertise in the legal, entertainment, healthcare, freight forwarding and air transport sectors, Bill has built a strong reputation for developing a thorough understanding of his clients’ businesses and the circumstances that are most particular to those businesses.

Partner

John Raffaele

Business Advisory Services

Sydney

John has over 20 years experience working predominantly with privately owned businesses and investment firms, advising and consulting across a wide range of business issues. A key focus of his work has been assisting privately owned businesses to implement realistic, workable and sustainable growth plans, particularly in relation to managing growth from a financial and strategic perspective.

Partner

Jason Edwards

Audit & Assurance, Business Advisory Services

Auckland

Jason’s career began in 1998 in audit and assurance. Today, he is a partner in the Auckland firm and provides a wide range of services to a variety of different organisations. He advises and assists clients with tax requirements, financial statement audits, internal audits, financial reporting, due diligence and independent valuations.

Director

Michelle Warren

Financial Reporting

National

Michelle provides leadership on financial reporting matters across the HLB Mann Judd Australasian network.

Partner

Mitchell Markwick

Superannuation

Wollongong

Mitchell has over 10 years experience in all areas of superannuation, particularly self-managed superannuation funds. He is an accredited superannuation fund specialist with the Institute of Chartered Accountants Australia and New Zealand and heads the Superannuation Fund division of the Wollongong firm. Mitchell also has comprehensive knowledge and experience in estate planning and personal taxation.

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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