Copy
View this email in your browser

Monthly Musings
Click to view: An insight into Entrust

Good afternoon and all the very best for 2021! 

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.

We hope you enjoy.

Markets Update
Observations from December.....
  • The month of December saw a flurry of developments and rollouts of COVID-19 vaccinations throughout the world. 
  • Thanks to a record amount of support from the Reserve Bank and Federal and state governments, the Australian accumulation indices (ASX 200 and All Ordinaries) ended a chaotic year with a small gain. While the market volatility and subsequent recovery grabbed the headlines, the Australian dollar recorded a substantial annual increase in the face of multiple rate cuts by the Reserve Bank.
  • In the US, the Dow Jones Industrial Average and broader S&P 500 index ended 2020 at all-time highs. The Nasdaq Composite ended the year just shy of its record high recorded earlier in the month. All three benchmarks ended the year with gains for a second year in a row.
  • London’s leading share index, the FTSE 100, clocked up its worst year since the 2008 financial crisis. The slump can be attributed to uncertainties and disruptions caused by the coronavirus and Brexit. The post-Brexit trade deal has now been written into law in the UK.

3 Minute Tech
View new Episode 5: "How to build your Super Nest Egg?"
One of our core pillars at Entrust is education, and sharing our knowledge with our client community.

As per the video above, we continue on to Episode 5 of our short video series, 3 Minute Tech. Please click on the link below to access the library of 3 Minute Tech episodes.
 
Our goal with these quick and to the point videos is to explain sometimes technically challenging topics in simple and easy to understand language.

Click here for the 3 Minute Tech Library:
Episode 1: "Who gets my super when I die"  
Episode 2: "How much tax do my beneficiaries pay?"
Episode 3: "How can I reduce the tax burden to my adult children”
Episode 4: "Is Super still Super?"
Episode 5: "How to build your Super Nest Egg?"
 
This 3 Minute Tech episode covers important issues. If you would like to discuss further please do not hesitate to contact us.
 

Focal Point
As part of regulation changes announced by the Government during the beginning of the COVID-19 crisis, minimum pension drawdown rates were halved for the current financial year. This offers additional flexibility for retirees managing their income strategy.

In this month’s “Focal Point” we highlight some of the considerations surrounding the temporary changes.
Click Here to Read

Entrust Team Feature
Each month we provide a video insight into our great team. This month we are featuring Associate Adviser, Amber Dawson. Fantastic work Amber!
Click to View
Referring Entrust

We understand that referring Entrust to a family member or friend represents trust that the service we provide has an important role to play and that we can be relied upon to perform that role. We are grateful and thankful for these referrals.  

Please do not hesitate to forward this edition of "Monthly Musings" to those who you believe may benefit, or alternatively they are welcome to contact us. 
Share Monthly Musings

Podcast suggestion for the month

Masters of Scale with Reid Hoffman

Masters of Scale is an original podcast hosted by Reid Hoffman, co-founder of LinkedIn and investor at Greylock. In each episode, Reid shows how companies grow from zero to a gazillion, testing his theories with legendary leaders. 

This podcast is available from wherever you access your favourite podcasts.

Book suggestion for the month

Legacy

In Legacy, best-selling author James Kerr goes deep into the heart of the world’s most successful sporting team, the legendary All Blacks of New Zealand, to reveal 15 powerful and practical lessons for leadership and business.
That completes this edition of Monthly Musings, we look forward to providing you with more of our monthly updates throughout 2021.

Until next month,

Kind regards from all the team at Entrust
entrustwealth.com.au


Entrust Wealth Management Pty Ltd  ABN 80 100 088 168

Authorised to provide financial services  AFSL 222152

Level 18 Alluvion 58 Mounts Bay Road Perth WA 6000 

PO Box Z5034 Perth Western Australia 6831
 

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list
Website
Email
This publication has been compiled by Entrust Wealth Management Pty Ltd ABN 80 100 088 168 AFSL 222152 (Entrust).

This publication is current as at time of preparation. Past performance is not a reliable indicator of future performance. Any outlooks in this publication are predictive in character. Whilst every effort has been taken to ensure that the assumptions on which the outlooks given in this publication are based are reasonable, the outlooks may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from our outlooks. Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. Entrust is not responsible for such material. To the maximum extent permitted by law: (a) no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose; and (b) neither Entrust, or its authorised representatives, is in any way liable to you (including for negligence) in respect of any reliance upon such information or advice. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from your adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances.  For further information on any issue discussed in this publication, or on any financial matter, please contact your financial adviser.
 
 






This email was sent to tbanfield@entrustwealth.com.au
why did I get this?    unsubscribe from this list    update subscription preferences
Entrust Wealth Management · QV1, Level 37 · 250 St Georges Terrace · PERTH, WA 6000 · Australia

Email Marketing Powered by Mailchimp