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.

Investor alert: Reports of stolen shares due to identity theft on the rise

On 15 October 2024, the Australian Securities and Investment Commission (ASIC) released the following article. We believe it is important that all of our clients understand the increased risk of scams and fraud and the potential impact. Please click below to read this important article.

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.

Monthly Musings

In this “Monthly Musings” for the month of July we will provide our Market and Economic Conditions Update for the month, release a brand new “3 Minute Tech” covering the topic of “Converting your Super into an Income Stream”, present an overview in our Focal Point section on Division 293 Tax, and, feature the latest episode of our “Finding the Front” podcast with special guest Dr Nina Webster, Managing Director and CEO of Dimerix. This is a fascinating insight into the nature of biotechnology companies, their growth path and their challenges. Nina speaks so well and reflects on her journey so far with many insights and takeaways on her experiences and the biotech industry as a whole.

As always, we hope you enjoy.

Monthly Musings

In this “Monthly Musings” for the month of June we will observe the market movements for the month, release a brand new “3 Minute Tech” where we take the time out to answer some of the recent questions we have received, present an overview in our Focal Point section on Government Co-Contributions, and feature the latest episode of our “Finding the Front” podcast with Marnie Finlayson, a Managing Director with mining giant Rio Tinto and a Non-Executive Director of Northern Star. This is a fantastic insight into Marnie’s diversified mining career pathway and her insights into leadership. As the recent head of Rio Tinto’s Battery Materials division, she provides some excellent insights into lithium and the opportunity set. 

As always, we hope you enjoy.

Monthly Musings

Here is our “Monthly Musings” for the month of April. In this edition we will observe the market movements for the month, showcase a brand new episode of our short video series “3 Minute Tech” where we discuss planning for the upcoming End of Financial Year, and present an overview in our Focal Point section that provides an End of Financial Year Checklist.

As always, we hope you enjoy.

Monthly Musing

Here is our “Monthly Musings” for the month of March. In this edition we will observe the market movements for the month, showcase a brand new episode of our short video series “3 Minute Tech” where we discuss “Personal Insurances”, present an update in our Focal Point section surrounding the important superannuation “Minimum Pension Payments”, and provide a great video insight into the Entrust Wealth Management Team.

As always, we hope you enjoy.

Monthly Musings

Here is our “Monthly Musings” for the month of February. In this edition we will:

• observe the market movements for the month,
• showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Division 293 Tax“,
• present an update in our Focal Point section surrounding the important superannuation “Contribution Caps“, and
• provide a great insight into our Private Wealth Adviser, Phil George.

Monthly Musings

Here is our “Monthly Musings” for the month of January. In this edition we will:

• observe the market movements for the month,
• showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Stage 3 Tax Cuts“,
• with “Stage 3 Tax Cuts” in mind present an overview in our Focal Point section surrounding “Concessional Contributions“, and
• provide a great insight into our Private Wealth Adviser, Matthew Reece.