HLB MANN JUDD

Financial planning

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning

The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...

People & Products

HLB Mann Judd research has found IPOs raised just over $1 billion in 2022, compared to $12.3 billion in the previous year, with market uncertainty likely to dent activity...

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People & Products

Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...

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Financial planning

Economic uncertainty is prompting the need for business owners to have their exit plans organised in case of future sale, according to HLB Mann Judd. ...

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Funds management

The initial public offering market has shrunk in the last few months, bucking the trend of high listings that the market has seen in the previous 18 months....

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Features

Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain...

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Features

What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...

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Financial planning

Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....

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Funds management

One and two-year investment horizons are effectively redundant as the volatility of share markets smoothes out over longer periods of time, according to HLB Mann Judd Syd...

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Funds management

Last year was a bumper year for initial public offerings (IPOs) as the volume of activity increased by 68% in the second half of the year....

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Tools & guides

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small ...

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Financial planning

Average deal size in the first quarter of FY22 has risen from $42 million a year ago to $150 million, according to HLB Mann Judd, with the largest deal belonging to a fin...

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Financial planning

It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd....

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Features

As initial public offerings recover after a slowdown in the pandemic, particularly in the small-cap space, funds are divided in their support of them, Laura Dew writes. ...

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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

3 days 23 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

4 days 23 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

4 days 23 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 5 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 6 days ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

5 days 6 hours ago