Monthly Musings

With our next issue coming out in January, on behalf of the team at Entrust Wealth Management, we would like to wish everyone a very Merry Christmas and thank you for your support throughout 2022!

In this edition we will:

• look at the market movements for November,
• introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “Inheriting Assets & Tax Considerations”,
• in Focal Point, re-visit the Commonwealth Seniors Health Card, 
• showcase a fantastic video insight into some of our Entrust Wealth Management team, and,
• suggest another book that might be worth a read.

Episode 23: Inheriting Assets & Tax Considerations

Commonwealth Seniors Health Card

The Commonwealth Seniors Health Card (CSHC) is a federal government concession for self-funded retirees, allowing access to cheaper health care and other discounts. Legislation changes to substantially extend eligibility have now passed – we highlight the opportunities within the below summary.

Monthly Musings

Good afternoon,

The Entrust “Monthly Musings” for October has arrived.

In this edition we will:

• provide our update on the markets for October,
• introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “How to Reduce the Tax when your Adult Children Inherit your Super”,
• deliver a new paper in Focal Point looking at “Off-Market Buybacks”, 
• showcase a great video insight into one of our team, Private Wealth Adviser, Michael Vrankovich, and
• suggest another book that might be worth a read.

As always, we hope you enjoy.