Monthly Musings

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 A”, provide a paper in Focal Point that looks at HECS-HELP Loans, provide a great insight into our Private Wealth Adviser, Katrina Ryan, and suggest another book that might be worth a read.

Monthly Musings 

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 “Estate Planning – Enduring Powers of Guardianship”, provide a paper in Focal Point that looks at an Enduring Power of Attorney, provide a great insight into our senior Private Wealth Adviser, Phil George and, suggest another book that might be worth a read.

Monthly Musings

In this edition we will observe the market movements for the month, launch a brand new episode of our short video series “3 Minute Tech” titled “Debt Recycling”, provide some insight in Focal Point covering an End of Financial Year Checklist, provide a great insight into our senior Private Wealth Adviser, Matt Reece and, suggest another book that might be worth a read.

Monthly Musings 

Monthly Musings” for the month of March we observe the market movements for the month, launch a brand new episode of our short video series “3 Minute Tech” titled “Commonwealth Seniors Health Card”, provide some insight in Focal Point into the upcoming increase in the Transfer Balance Cap to $1.9m, provide a great insight into our senior Private Wealth Adviser, Brad Gordon and, suggest another book that might be worth a read.

Monthly Musings

In this edition of Monthly Musings we will observe the market movements for February, launch a brand new episode of our short video series “3 Minute Tech” titled “How much Super should I have?”, in light of recently proposed changes as to how high super balances will be taxed, cover off in Focal Point a summary of the $3 million Super Proposal and, provide a great insight into our senior Private Wealth Adviser, Duncan MacKintosh and, suggest another book that might be worth a read.

Monthly Musings

With our next issue coming out in January, on behalf of the team at Entrust Wealth Management, we would like to wish everyone a very Merry Christmas and thank you for your support throughout 2022!

In this edition we will:

• look at the market movements for November,
• introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “Inheriting Assets & Tax Considerations”,
• in Focal Point, re-visit the Commonwealth Seniors Health Card, 
• showcase a fantastic video insight into some of our Entrust Wealth Management team, and,
• suggest another book that might be worth a read.

Monthly Musings

Good afternoon,

The Entrust “Monthly Musings” for October has arrived.

In this edition we will:

• provide our update on the markets for October,
• introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “How to Reduce the Tax when your Adult Children Inherit your Super”,
• deliver a new paper in Focal Point looking at “Off-Market Buybacks”, 
• showcase a great video insight into one of our team, Private Wealth Adviser, Michael Vrankovich, and
• suggest another book that might be worth a read.

As always, we hope you enjoy.

Monthly Musings

In this edition we will:

• provide our update on the markets for September,
• re-visit an episode of our short video series “3 Minute Tech” that focuses on “Estate Planning – Wills and Testamentary Trusts“,
• deliver a new paper in Focal Point looking at “Downsizer Contributions”,
• showcase an excellent video insight into one of our team, Private Wealth Adviser, Phil George, and
• suggest another book that might be worth a read.

Monthly Musings

In this edition we will:

• provide our update on the markets for August,
• present a brand new episode of our short video series – 3 Minute Tech – covering “Contributing to Super & the Work Test”, 
• deliver a new paper in Focal Point titled “Binding Nominations”, and
• showcase a fantastic video insight into one of our team, Financial Planner Katrina Ryan.

Monthly Musings

The June edition of the Entrust Wealth Management “Monthly Musings” has arrived.

In this edition we will:

• provide our update on the markets for June,
• re-visit an episode of our short video series of “3 Minute Tech” focusing on the very relevant “Estate Planning – Wills and Testamentary Trusts“, 
• deliver a paper in Focal Point which provides some insights into significant changes to the Super Contribution Rules that commenced at the start of the new financial year, 
• provide a short video insight into our experienced Private Wealth Adviser, Duncan MacKintosh, and,
• suggest an interesting book to read.