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.

Monthly Musings

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

  • observe the market movements for the month,
  • showcase two brand new episodes of our short video series “3 Minute Tech” where we discuss the important topics of “What is the Age Pension?” and “Aged Care”,
  • present an overview in our Focal Point section surrounding “Gifting“, 
  • provide a great insight into our experienced Private Wealth Adviser, Brad Gordon, and,
  • introduce our brand new offices on Level 37 in the iconic QV1 building.

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.

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.