Senior appointments at HLB Mann Judd

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Advisory and accounting firm HLB Mann Judd has made two senior appointments, with Lucio Di Giallonardo made managing partner of the Perth firm and Adelaide’s corporate advisory specialist, Katelyn Adams, promoted to partner. Both appointments are effective from August 1, 2020. HLB Mann Judd Australasian Association chair, Tony Fittler, said the appointments of both Mr

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HLB Mann Judd wins Best Firm, Best Accountant and Best Professional at Client Choice Awards

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Accounting and advisory firm HLB Mann Judd has walked away with three accolades at the 2020 Client Choice Awards, including being named Best Accounting Firm (revenue $50 – $200 million), Best Accountant (Litsa Christodulou) and Best Professional (Litsa Christodulou). It is the sixth time that HLB Mann Judd has won the Best Accounting Firm Award

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Formalising client feedback driving cultural change

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Professional service firms need to better accept client feedback if they are to institute consistent service across the breadth of their organisations, according to HLB Mann Judd Australasian Association chairman, Tony Fittler. The HLB Mann Judd Australasian Association and its partner firms has been conducting a formal net promoter score (NPS) program through Melbourne-based consultancy,

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HLB Mann Judd partner appointments for Adelaide and Wollongong

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HLB Mann Judd has appointed Travis Rickard as partner in the Audit and Assurance and Corporate Advisory division in Adelaide, and Paul Apolloni as partner in the Business Advisory & Tax Consulting division in Wollongong. The appointments bring the number of partners in the HLB Mann Judd Australasian Association firms, across Australia, New Zealand and

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Quality financial advice more of a challenge then ever

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With financial adviser numbers falling in the wake of the Royal Commission, the risk is that many Australians will miss out on financial advice, says Michael Hutton, head of wealth management at HLB Mann Judd. “It’s both the best of times and the worst of times for financial advisers,” he says. “The events of the

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Revisiting asset allocation for the new normal

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Investors may need to revisit their traditional balanced’ investment option in coming years, as the market cycle turns and overall returns reduce, says Jonathan Philpot, wealth management partner at HLB Mann Judd. “The ‘balanced’ default asset allocation option is the way many people are invested in superannuation.  Typically this is an asset allocation of 70

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A slow start to the IPO market in 2019

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Despite a relatively slow start to the year for initial public offerings (IPOs), new listings have performed well in terms of share price with good subscription levels for the six months to 30 June, according to the HLB Mann Judd IPO Watch Australia Mid-Year Report. The first six months of 2019 was subdued with only

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Take action early to manage aged care needs

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For many people, going into aged care is not a choice but something that is forced onto them; however there are steps they and their families can take to help make sure they end up with the right care, says Melinda Measday, wealth management director at HLB Mann Judd Sydney. “Most Australians would choose not

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Labor policy to dominate Investor actions in 2019

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With a May 2019 Federal election creeping closer, the tax changes proposed by Labor in the areas of negative gearing, capital gains tax and dividend imputation are worth a closer look, says Jonathan Philpot, wealth partner with HLB Mann Judd Sydney. “There will be a significant impact, both short term and long term, from these

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Super plans for a new financial year

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July is the perfect time for people to ensure superannuation arrangements are on track for the financial year ahead, and to ensure their fund is still well placed to meet their needs, says Andrew Yee, Director, Superannuation with HLB Mann Judd Sydney. “There are a number of superannuation tactics that are best put in place

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