Articles tagged with 'HLB-Mann-Judd'

ATO crackdown on 'new' wealthy

15 January 2010 | More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million.


Cash is still king for advisers

6 July 2009 | Funds manager Perennial Investment Partners believes advisers remain reluctant to encourage their clients to invest outside of cash since it released research on investor and planner sentiment late last year.


AMP Financial Services makes planner-facing appointments

9 April 2009 | AMP appoints BDM and fills newly created role in team servicing financial advisers.


Year end tax strategies - Getting down to business

12:00 AM | Financial planners will be advising clients on tax strategies, but they need to consider their own businesses too, writes Mariana von-Lucken.


Flight to security 'overdone'

7 November 2008 | Falling interest rates, inflation to eat away at investments, says manager.


Retirement savings to be Budget’s real winner

14 May 2008 | Superannuation left untouched in 2008 Budget.


SMSFs may be unaware of certain tax benefits

8 May 2008 | Get in before June 30.


Buy, buy, buy!

24 January 2008 | Every cloud has a silver lining, including stock market volatility.


Don't forget your own neesd

27 May 1999 | While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least that is the opinion of Tony Fittler, a partner of HLB Mann Judd, who says financial planners should review their own business position before the curtain is drawn on the financial year to reduce tax and help cash flow. "Their preoccupation with client affairs often means that their own business reviews don't take place until aft


1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
59%
 
2%
 
39%

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