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Monthly Musings
Click for an insight into Entrust Wealth Management

Good afternoon! 

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

We hope you enjoy.

Markets Update as at the end of March
Observations from March.....

As can be seen, the major stock market indices continued to move higher in March. The ongoing roll out of the global vaccine was a support, together with the US being helped along by President Biden's $2 trillion dollar proposed infrastructure package. This infrastructure package is set to be paid for through an increase in the corporate tax rate and lifting taxes on company foreign earnings.The Gold and Iron Ore price eased as did the Australian Dollar against the US Dollar after briefly touching USD 0.80 cents in February. 

The month of March cannot go past without mentioning the 400-metre-long Ever Given that ran aground blocking the ever important trade waterway of the Suez Canal. They managed to free the ship on the 29th of March, no small feat given the enormous size of it and the load it was carrying.

3 Minute Tech
Click to view Episode 8: "The Downsizer Provision?"
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 8 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.

There are a number of previous 3 Minute Tech episodes contained in our "Insights & Commentary" section that you or friends and family may find informative and useful. The topics covered include:

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"
Episode 7: "Contributing tom Super over age 67 ("The Work Test")"
Episode 8: "The Downsizer Provision?"
 
Click to access the 3 Minute Tech Library
This 3 Minute Tech episode covers important issues. If you would like to discuss further please do not hesitate to contact us.
 

Focal Point
It has been announced that the concessional and non-concessional contribution caps will increase from 1 July 2021. The superannuation changes provide a number of important flow on implications.

We explore some of the considerations in this edition of ‘Focal Point’.
Click to Read

Entrust Team Feature
Each month we provide a video insight into our great team. This month we are featuring Senior Investment Adviser & Director, Andrew Fry. Excellent work Andrew!
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. 
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Podcast suggestion for the month


Money Talks from Economist Radio

The Economist editors and correspondents give their authoritative take on the markets, the economy and the world of business. Published every Tuesday on Economist Radio.

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

 

Book suggestion for the month

 

a fortunate life
A.B. Facey

Born in 1894, Facey lived the rough frontier life of a sheep farmer, survived the gore of Gallipoli, raised a family through the Depression and spent sixty years with his beloved wife, Evelyn. Despite enduring hardships we can barely imagine today, Facey always saw his life as a 'fortunate' one. A true classic of Australian literature, his simply written autobiography is an inspiration. It is the story of a life lived to the full - the extraordinary journey of an ordinary man. 
That completes this month's edition of Monthly Musings. Please do not hesitate to contact us if we can be of assistance.

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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