Monthly Musings

In this “Monthly Musings” for the month of May we will provide a Market & Economic Conditions Update, showcase our “Commission for a Cause” day happening today, release a brand new episode of our short video series 3 Minute Tech titled  “EOFY-What you need to know!“, provide an important insight in our Focal Point section on “Spouse Contributions“, and showcase two brand new episodes of our “Finding the Front” podcast:

 Dino Otranto, CEO of Fortescue Metals: This episode goes beyond mining. It explores innovation at the intersection of technology and sustainability, and Fortescue’s vision of producing Green Iron—a bold roadmap that’s redefining the future of iron ore.

John Hughes, Founder of the John Hughes Group: Few names carry weight in the WA Automotive sector like John Hughes. This conversation is a rare window into the mind of one of Australia’s most enduring entrepreneurs.

As always, we hope you enjoy our Monthly Musings.

Monthly Musings

In this “Monthly Musings” for the month of April we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled  “What happens to your super on death?“, with June 30 approaching, provide an important insight in our Focal Point section with an “End of Financial Year Checklist“, and showcase a brand new episode of our “Finding the Front” podcast: the Founder, MD & CEO of leading marine solutions provider Bhagwan Marine, Loui Kannikoski. After leaving school at age 14, Loui began his career working in the family crayfishing business in Geraldton, taking over the business in the mid-1980s. In the late 90s, Loui and his family decided to change tack and shift out of crayfishing and enter the oil and gas industry as a service provider. Well the rest as they say is history.

Monthly Musings

In this “Monthly Musings” for the month of March we will provide a Market & Economic Conditions Update, re-visit the popular Episode 27 of our short video series 3 Minute Tech titled  “Capital Gains Tax“, look back at our important overview in our Focal Point section on “Enduring Power of Attorney“, and showcase three brand new, exciting episodes of our “Finding the Front” podcast highlighting the individual journeys of three leaders in their respective industries: the Founder & Managing Director of award winning property developer Blackburne Group, Paul Blackburne, biotech and life sciences veteran and Founder of Botanix  Pharmaceuticals, Matt Callahan, Robert Millner AO, Chairman of Soul Patts who is the 4th generation of his family to lead this 120+ year old company. He has been Chair for the last quarter of a century and is widely regarded as one of Australia’s most experienced and respected investors.

Monthly Musings

In this “Monthly Musings” for the month of February we will provide a Market & Economic Conditions Update, re-visit the popular Episode 28 of our short video series 3 Minute Tech titled  “Small Business Capital Gains Tax Concessions“, present an overview in our Focal Point section on “General Transfer Balance Cap“, and showcase two flashback episodes of our “Finding the Front” podcast. The first with the Managing Director of gold company Spartan Resources, Simon Lawson, and the second with Australia’s global shipbuilder, Austal CEO, Paddy Gregg.

Monthly Musings

In this “Monthly Musings” for the month of December we will provide a brief Market Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “Your Questions Answered”, present an overview in our Focal Point section on “Transition to Retirement Income Streams (TRIS)”, and release two fantastic new episodes of our “Finding the Front” podcast. The first with legendary Australian stock picker and fund manager David Paradice AO – founder of Paradice Investment Management, and the second with lithium powerhouse, Pilbara Minerals CEO, Dale Henderson who provides some compelling insights into the current lithium market and the opportunity set going forward.

Monthly Musings

In this “Monthly Musings” for the month of November we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled  “What Financial Advice would you give your 18 year old self?”, present an overview in our Focal Point section on “Commonwealth Seniors Health Card”, introduce a brand new episode of Euroz Hartleys “Finding the Front” podcast with special guest Jennifer Westacott AO – and what a conversation it is – an inspiring story of one of Australia’s leading women, with a national and WA perspective.

As always, we hope you enjoy.

On behalf of all of us at Euroz Hartleys & Entrust Wealth Management, we wish everyone a very merry Xmas and thank you for your support throughout the year.

Monthly Musings

In this “Monthly Musings” for the month of October we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled  “What would you do if you won Lotto?”, present an overview in our Focal Point section on “Super on Paid Parental Leave”, flashback to Episode 2 of our Euroz Hartleys “Finding the Front” podcast with Richard Hyde, Founder, CEO & Executive Chair of West African Resources. This is an awesome story of a geologist who did the hard yards to learn his trade and continue to build his knowledge the best he could, who then backed himself in and applied those skills to exploration in Burkina Faso. He then went on to take the company he formed in 2006 from a junior to gold producer, and provide an Investor Alert released by the Australian Securities and Investments Commission regarding reports of stolen shares due to identity theft on the rise. 

As always, we hope you enjoy.

Monthly Musings

In this “Monthly Musings” for the month of September we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled  “Paid Parental Leave”, present an overview in our Focal Point section on “Downsizer Contributions”, and, feature a brand new episode of our “Finding the Front” podcast with Nathan Blackburne, Managing Director of of one of Australia’s leading property developers, Cedar Woods Properties. This certainly provides a great insight into Nathan’s very interesting journey but also the current state of the Australian housing market.

As always, we hope you enjoy.

Monthly Musings

In this “Monthly Musings” for the month of August we will provide our Market and Economic Conditions Update for the month, re-visit Episode 24 of “3 Minute Tech” covering the popular topic of “How much Super should I have?”, present an overview in our Focal Point section on Binding Death Benefit Nominations, and, feature a fantastic past episode of our “Finding the Front” podcast with Jeff Quartermaine, Managing Director and CEO of gold miner Perseus Mining.

As always, we hope you enjoy.

Binding Death Benefit Nominations

The total value of the superannuation pool has been growing significantly. With this comes a typical question covered in financial advice circles; ‘How does my superannuation get paid in the event of death’. A common misconception is that a will automatically deals with an individual’s superannuation assets. So how can you ensure that your retirement assets follow a desired outcome?