Episode 27: Capital Gains Tax

Monthly Musings

Your Entrust Wealth Management “Monthly Musings” for the month of September has arrived. In this edition we will:

  • observe the market movements for the month,
  • showcase a brand new an episode of our short video series “3 Minute Tech” titled “Capital Gains Tax”,
  • provide a paper in Focal Point that looks at Superannuation Contribution Splitting,
  • provide a great insight into our Private Wealth Adviser, Andrew Fry, and
  • suggest another book that might be worth a read.

Monthly Musings

Your Entrust Wealth Management “Monthly Musings” for the month of August has arrived. In this edition we will:

  • observe the market movements for the month,
  • re-visit an episode of our short video series “3 Minute Tech” titled “Who Gets My Super When I Die?”,
  • provide a paper in Focal Point that looks at Reducing Death Benefit Tax in Superannuation,
  • provide a great insight into our Head of Entrust Wealth Management, Rowan Jones, and
  • suggest another book that might be worth a read.

Monthly Musings

Your Entrust Wealth Management “Monthly Musings” for the month of July has arrived. In this edition we will:

  • observe the market movements for the month,
  • re-visit an episode of our short video series “3 Minute Tech” titled “Succession Planning – Part B”,
  • provide a paper in Focal Point that looks at Minimum Pensions,
  • provide a great insight into our Private Wealth Adviser, Michael Vrankovich, and
  • suggest another book that might be worth a read.

Episode 26: Debt Recycling

Episode 25: Commonwealth Seniors Health Card

Episode 24: How much Super should I have?

Episode 23: Inheriting Assets & Tax Considerations

Episode 22: How to reduce the tax when your adult children inherit your super

Episode 21: Contributing to Super & the ‘Work Test’