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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Small cap listings dominate IPO market – strong pipeline in place for 2018

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The number of initial public offerings (IPOs) in 2017 was the highest since 2007, signalling the ongoing good health of the market and improved investor sentiment, according to the latest HLB Mann Judd IPO Watch report. There were 110 new listings during the year, an increase of 17 percent on 2016, and also an improvement […]

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HLB Sydney launches new insurance business

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HLB Mann Judd Sydney has launched a new business, HLB Insurance Services, to operate as part of its Wealth Management division. The new business has been formed through a joint venture with leading risk specialist practice MBS Insurance. It will deliver personal risk protection strategies for individuals, SMSF and business clients which enables individuals to […]

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Sovereign Plus joins HLB Mann Judd WA

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Perth-based financial adviser Sovereign Plus has joined the local wealth management arm of accountants and advisers HLB Mann Judd to form a new and significant wealth management service in WA. Sovereign Plus has particular strengths in financial health checks, wealth generation strategies, financial structure advice – to achieve benefits such as tax efficiency, asset protection, […]

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HLB Mann Judd establishes Debt Advisory division

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HLB Mann Judd Sydney has established a new Debt Advisory business through a joint venture with well-regarded banking executive James Macfarlane. Tony Fittler, managing partner of HLB Mann Judd Sydney, said the new division would provide debt-financing advice for individual clients’ personal banking needs as well as advice on funding commercial transactions for corporate clients. […]

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New appointments for HLB Mann Judd

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HLB Mann Judd firms nationally have appointed six new partners and two new directors. They are: Brian Sully (partner – Brisbane); Brad McVeigh and Kirstin Stewart (partners – Perth); Nicholas Guest and Kinh Luong (partners – Sydney); Mitch Markwick (partner – Wollongong); Fiona Dixon (director – Sydney); and Mike Gummery (director – Melbourne) Tony Fittler, […]

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Budget changes make superannuation less attractive; boosts role of family trusts

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The changes to superannuation announced in the Federal Budget make superannuation less attractive and are likely to result in family trusts increasingly becoming part of investors’ arsenal, says Michael Hutton, wealth management partner with HLB Mann Judd Sydney. “Many of the changes announced in the Budget make superannuation less attractive and less accessible for many […]

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