HLB Mann Judd Sydney is excited to launch our newest publication – Personal Wealth Adviser.
Our personal wealth management team in Sydney has grown and we now have specialists in debt advisory, estate planning and personal insurances as well as wealth management, superannuation and SMSFs.
This issue of Personal Wealth Adviser provides insights into what you should be doing today to help secure the future for you and your family.
Our inaugural issue includes articles on:
- Ten factors to rate your wealth by
- Balanced investor profile undergoes an allocation shift
- Interest rates – to fix or not to fix? That is the question
- Estate planning – will my superannuation be taxed when I die?
- Review your insurances – Start 2022 right
- SMSF trustee director’s requirement for Director Identification Number.