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Monthly Musings
Click to view: An insight into Entrust

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.

The Focal Point section of this month comprises a thought provoking paper on some of the personal finance lessons we can take from 2020.

Our Entrust Team Feature highlights one of our great team members, Associate Adviser Katrina Ryan. 

And to finish, we have suggested a new book to read if you are in need, "Jumping Ship" by Michael Traill, and another very interesting podcast with plenty of excellent listening.

We hope you enjoy.

Markets Update
Observations from January.....
 
  • Global markets digested a large amount of news during January. This included ongoing coronavirus case numbers, vaccine rollouts, US politics and commentary surrounding high sharemarket valuations.
  • Joe Biden was sworn in as the 46th US president, marking the commencement of a four-year term. President Biden announced another hefty economic stimulus package to aid the unemployed and assist in combating the virus.
  • Overall in January, there were mixed results globally with Asian bourses generally outperforming and key European bourses falling.

3 Minute Tech
Episode 6: "Concessional Contribution Catch-up Provisions"
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 6 of our short video series, 3 Minute Tech.
 
Our goal with these quick and to the point videos is to explain sometimes technically challenging topics in simple and easy to understand language.

Please click on the link below to access the library of 3 Minute Tech episodes.

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?"
Episode 6: "Concessional Contribution Catch-up Provisions"
 
This 3 Minute Tech episode covers important issues. If you would like to discuss further please do not hesitate to contact us.
 

Focal Point
The COVID-19 health crisis seen over the past 12 months has caused widespread disruption, with economic damage still being assessed and confronted. In our own lives, whether we are savers, spenders or investors, there are many observations and some key takeaways we can learn from these events.

This month’s Focal Point covers off on a few of these Personal Finance Lessons and makes for a thought provoking read. Please feel free to contact your adviser if you have any queries.
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, Katrina Ryan. Well done Katrina!
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


ABC Conversations

This podcast is described as follows: Spend an hour in someone else's life. Conversations draws you deeper into the life story of someone you may have heard about, but never met.

This podcast is available from where ever you access your favourite podcasts.

 

Book suggestion for the month


Jumping Ship

From the world of corporate Australia to the heart of social investment by Michael Traill.
That completes this January edition of Monthly Musings.

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
 

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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.
 
 






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