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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...
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...
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. ...
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....
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...
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...
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....
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...
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....
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 ...
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...
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....
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. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...