May Monthly Musings

Our May Monthly Musings has arrived. In this edition:

• We provide our observations on the month’s market movements,
• We release the latest episode of 3 Minute Tech which looks at the 2021/22 Federal Budget and summarises the key points and strategic implications, and
• in Focal Point we look at “sequencing risk” which is the risk that the order and timing of investment returns on a portfolio are unfavourable.

We hope you enjoy.

April Monthly Musings

Our April Monthly Musings covers off on the month’s market movements, we re-visit the 3 Minute Tech episode on “How to build your Super Nest Egg” in light of the fast approaching end of financial year, and in Focal Point we look at the topic of “Investing for Children (Minors)”. 

We hope you enjoy.

March Monthly Musings

Each month we provide a wrap up of the market performance and some informative insights on various wealth management issues.

We hope you enjoy.

February Monthly Musings

Here is our Monthly Musings for February.

We hope you enjoy.

January Monthly Musings

Good afternoon!

Here is our Monthly Musings for January.

In this edition, our Markets Update is followed by new episode six of 3 Minute Tech that looks at “Concessional Contribution Catch-up Provisions”. The link to the previous five episodes of 3 Minute Tech is also contained below if you would like to revisit any of the previous episodes. 3 Minute Tech has been very well received by our readers so please do not hesitate to share with those who you feel would benefit.

December Monthly Musings

Completing 2020, here is our musings for the month of December. In this edition we provide an update on the performance across markets, release the new episode 5 of “3 Minute Tech” and deliver an insightful review relating to temporary changes of minimum pension drawdown rates. We also provide some insight into one of our fantastic team members and a podcast and book suggestion should you have run out of options through the Christmas and New Year period.

November Monthly Musings

Good afternoon! November is complete and to keep you up to date we deliver to your inbox our regular Monthly Musings where we ponder over what happened during the month and provide some worthwhile wealth management updates and information.

October Monthly Musings

In this edition highlights include:

• Our market movement overview,
• the launch of Episode 3 of 3 Minute Tech which, like the previous 2 episodes, focuses on the very important topics of superannuation and estate planning. These short videos have been very well received.
• Focal Point where we explore the legal documents which may allow effective decisions to be made with respect to health and medical treatment.
• Our Entrust team feature, which this month features Senior Investment Adviser and Director, Duncan MacKintosh, and
• a good book to read and podcast to listen to.

September Monthly Musings

In this edition we go through the market movements for September and feature a very interesting report on the upcoming US Election by our research and advisory partner, leading independent asset consultant, Frontier Advisors. This report is well worth a read and provides some great insights.

As usual, we are excited to deliver the next episode of “3 Minute Tech” which continues with the theme of strategies for estate planning and superannuation, and then in our Focal Point section we look closely at potential superannuation strategies for pre-retirees. 

August Monthly Musings

This month’s “Musings” delivers an update on market movements for August, we introduce our new video initiative “3 Minute Tech” which seeks to make complicated topics or concepts simple,  and then we delve into the topical COVID-19 Superannuation Release Scheme.