Episode 12: Estate Planning – Enduring Powers of Attorney

July Monthly Musings

Good morning!
 Here is the July edition of our Monthly Musings straight to your inbox.
In this edition we will:

  • cover off on the market movements for July,
  • introduce the latest Episode 11 of 3 Minute Tech, where we look at “Estate Planning – Wills and Testamentary Trusts”,
  • provide a paper in Focal Point where we discuss some of the rules associated with inheriting personal share investments
  • feature a short feature video on our Private Wealth Adviser, Andrew Fry, and,
  • suggest a good podcast to listen to and a good book to read.

We hope you enjoy.

Episode 11: Estate Planning – Wills and Testamentary Trusts

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech covers the topic of “Estate Planning – Wills and Testamentary Trusts”

Episode 10: 2021/22 -Changes to the Super Thresholds

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech covers the topic of “2021/22 – Changes to the Super Thresholds

Episode 9: 2021 Federal Budget

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech looks at the 2021 Federal Budget.

Sound Advice for Not-For-Profit Organisations

WE UNDERSTAND the unique challenges faced by the Not-for-Profit sector and are a committed and trusted partner in the Western Australian market.

Frontier Investment Governance Checklist

The COVID-19 pandemic and related economic and market events is a major event for institutional investors responsible for overseeing investment strategies designed to meet the (often long-term) needs of beneficiaries. 

Flashpoint featuring Phil George

Our very own Phil George from Entrust Wealth Management joined Sunrise Host & 7News Finance Editor, David Koch along with Gavin Hegney (Perth Property Valuer and Forecaster) and Tim Lawless from CoreLogic Asia Pacific on Flashpoint last night.

Shoe Dog by Phil Knight

In this candid and riveting memoir, for the first time ever, Nike founder and CEO Phil Knight shares the inside story of the company’s early days as an intrepid start-up and its evolution into one of the world’s most iconic, game-changing, and profitable brands.

In 1962, fresh out of business school, Phil Knight borrowed $50 from his father and created a company with a simple mission: import high-quality, low-cost athletic shoes from Japan. Selling the shoes from the trunk of his lime green Plymouth Valiant, Knight grossed $8,000 his first year. Today, Nike’s annual sales top $30 billion. In an age of startups, Nike is the ne plus ultra of all startups, and the swoosh has become a revolutionary, globe-spanning icon, one of the most ubiquitous and recognizable symbols in the world today.

But Knight, the man behind the swoosh, has always remained a mystery. Now, for the first time, in a memoir that is candid, humble, gutsy, and wry, he tells his story, beginning with his crossroads moment. At 24, after backpacking around the world, he decided to take the unconventional path, to start his own business—a business that would be dynamic, different.

Knight details the many risks and daunting setbacks that stood between him and his dream—along with his early triumphs. Above all, he recalls the formative relationships with his first partners and employees, a ragtag group of misfits and seekers who became a tight-knit band of brothers. Together, harnessing the transcendent power of a shared mission, and a deep belief in the spirit of sport, they built a brand that changed everything.

25 Tips for Fundraising in Tough Times

Continuing on from our educational workshops with Kingsley Aikins on Philanthropy and Fundraising in October last year. We thought it was very worthwhile to follow up with Kingsley for his views on the current climate with regard to the not-for-profit, for the purpose and charitable sectors and their efforts to maintain their relative business strategies and fundraising activities in this difficult market.