Month: October 2023
Monthly Musings
Your Entrust Wealth Management “Monthly Musings” for the month of October has arrived. In this edition we will:
- observe the market movements for the month,
- explore a fresh instalment of our short video series 3 Minute Tech where we delve into the topic of “Small Business Capital Gains Tax Concessions.”
- feature a paper in Focal Point that looks at Non-Concessional Contributions, and how this can provide significant opportunities for superannuation.
- provide a great insight into our Private Wealth Adviser, Duncan MacKintosh, and
- suggest another book that might be worth a read.
Superannuation Contribution Splitting
In a perfect world, the superannuation balances of spouses would be fairly evenly matched, but often due to differences in work histories this isn’t the case. Fortunately, there’s a way to help equalise balances with a strategy known as superannuation Contribution Splitting.