Changes to transfer pricing rules, which will be applied retrospectively, are intended to bring Australian practices in line with international rules but could mean significant changes for the Australian operations of international groups, warns Mr Neil Wickenden, tax partner at HLB Mann Judd Sydney. Read More
Updates and News
Fiona Dunn to strengthen AUI joint venture and institutional team
Fiona Dunn has joined Australian Unity Investments (AUI) in the role of general manager – joint ventures and institutional, reporting to David Bryant, chief executive officer of AUI, and based in Sydney. Read More
HLB Mann Judd a finalist in BRW awards
Mid-tier accountancy firm HLB Mann Judd has been named a finalist in the 2012 BRW Client Choice Awards, in the “Best Accountancy Firm (revenue between $50 million and $500 million)”. Read More
Big Sky Credit Union members vote in favour of joining Australian Unity
At a General Meeting held today (Thursday 23 February 2012), members of Big Sky Credit Union Limited approved a proposal to transfer the Big Sky Credit Union business to a wholly-owned subsidiary of Australian Unity Limited – Lifeplan Australia Building Society Limited. Read More
AUI sells commercial office building
Australian Unity Investments (AUI) has sold an office building at 477 Collins Street, Melbourne, owned by its Office Property Trust, to Aviva Investors Asia Pacific Property Fund – a fund managed by Singapore-based fund manager Aviva Investors Asia Pte Limited –for $67 million. Read More
New appointment in Equity Trustees’ philanthropy business
The philanthropy business of Equity Trustees Limited (EQT) has employed Ms Cari Jackson Lewis, an experienced American estate planning attorney, to a maternity leave position. Read More
Tight property development funding creates opportunities for private investors: Wingate
With traditional financing sources largely unavailable, property developers are turning to private investors to fund projects, creating outstanding opportunities for investors who can access this market, according to private investment and advisory firm Wingate Group. Read More
Mistakes in Wills can be costly: EQT
Around half of all adult Australians do not have a valid Will – and even those who do often make basic mistakes that mean their wishes are not properly carried out, says Mr Stephen Hardy, an estate planning specialist at Equity Trustees Limited (EQT). Read More
Social media and the news
Some thought-provoking points were raised at a lunch I recently hosted in a discussion about the role of social media and how it impacts on traditional news reporting. Read More
2012 New Year kick-off with Steve Helmich
Gallery
This gallery contains 22 photos.
Steven Helmich, AMP’s director of financial planning, advice & services, was guest of honour at the Pritchitt Partners 2012 New Year kick-off. He spoke on “financial planning’s place in the community” to a gathering of financial services executives and journalists. … Read More
2012 – a year for investment opportunity
Investors who do not come to terms with the changed economic and investment environment in 2012 are likely to miss out on opportunities, or put capital at risk, according to Australian Unity Investments’ joint venture asset managers. Read More
Short-termism means long-term plans discarded: HLB Mann Judd Sydney
If investors had long-term plans at all, too many have thrown them out and are instead reacting to the latest global economic gloom, says Mr Jonathan Philpot, financial planning partner at HLB Mann Judd Sydney. Read More
Big Sky members to vote on joining Australian Unity Group
Members of Big Sky Credit Union will vote on the proposal to join a wholly-owned subsidiary of Australian Unity Limited, at a meeting to be held on 23 February 2012 in Melbourne. Read More
Sydney partner appointed inaugural chair of HLB International committee
Mr Darryl Swindells, audit partner at accountants and advisers HLB Mann Judd Sydney, has been appointed chairman of HLB International’s Audit Working Group. Read More
Challenging times ahead for IPO market: HLB Mann Judd
Small cap companies* continued to provide the majority of initial public offering (IPO) activity in 2011, with an increased number listing during the year compared to the last three years, according to the latest HLB Mann Judd Small Cap IPO Watch report. Read More
EQT-managed charitable trusts distribute over $11.7 million in 2011
Last year Equity Trustees Limited (EQT) distributed over $11.7 million on behalf of the 204 charitable trusts it manages following the directions and wishes of the trusts’ founders. Read More
Reg Ansett’s Trust to help Victorian children: EQT
The R.M. Ansett Trust, one of the most substantial perpetual philanthropic trusts in Victoria, has announced grants of $910,000 in the form of donations and scholarships to charitable causes that help children. Read More
Trust provides more medical equipment: EQT
The Harold and Cora Brennen Benevolent Trust will distribute $96,500 in its first of two rounds of grants in 2012, to medical institutions in Victoria to purchase equipment to assist in their research. Read More
Managing cashflow in 2012 a major business challenge: HLB Mann Judd Sydney
Since the global financial crisis (GFC) we have seen three phases of business reaction to difficult trading conditions, but the current response could cause real problems for businesses, says HLB Mann Judd Sydney. Read More
Family protection still inadequate: HLB Mann Judd Sydney
Most working Australians are under-insured and a 2012 priority should be for them to check their income protection, trauma and life insurance to see if it is adequate, says Mr Michael Hutton, wealth management partner at HLB Mann Judd Sydney. Read More
