HLB MANN JUDD

Features

While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....

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Features

The Royal Commission into Aged Care was not directed at advisers but, Chris Dastoor writes, the outcomes have implicated how clients perceive the industry....

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Financial planning

There is an estimated $100 billion in cash sitting on company balance sheets following the pandemic with the expectation for increased buybacks and acquisitions, say comm...

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Funds management

The volume of IPOs increased by more than five times in the first half of 2021, evidence that the market sentiment is rebounding, with a further 42 planned for the rest o...

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Financial planning

Tax benefits make investment companies a better option to family trusts as they offer the best tax benefits to clients, apart from superannuation, according to HLB Mann J...

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Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

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Funds management

Around two-thirds of the initial public offerings launched in 2020 finished the year with a positive gain, although most were launched during H2....

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Financial planning

With expats retuning to Australia due to COVID-19, they will need to account for income tax, any share holdings, employee share schemes, cash in offshore bank accounts an...

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Funds management

Firms were quick to withdraw listing plans from the Australian Securities Exchange this year, but those companies that stuck with their plans have been rewarded with shar...

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Funds management

There has been a significant decline in the funds raised by initial public offerings in the first half of 2020 from $823 million in 2019 to just $132 million as firms wit...

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Features

With many people focused on how far their investments have plummeted, it is an opportunity for advisers to contact with their clients on tax to make sure they are making ...

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Financial planning

The exits of the banks and the exodus of financial advisers has left the industry in a state of flux, according to HLB Mann Judd head of wealth, Michael Hutton....

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Superannuation

Balanced super fund returns will take a hit in the coming years as interest rates hit the bottom of the cycle, according to HLB Mann Judd....

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Superannuation

People should carefully consider before involving other family members in their self-managed superannuation funds as it may not be in the best interest of all parties, ac...

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Funds management

The IPO market saw a slow start to the year, but new listings are still performing well, according to the HLB Mann Judd IPO Watch Australia Mid-Year Report....

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MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago