Entrust's Monthly Musings

Good Afternoon!

Here is our "Monthly Musings" for the month of March. In this edition we will:

As always, we hope you enjoy.

Observations from March

Activity in markets continue to be driven by signals that interest rate cuts are due to occur. However, the exact path is still to be determined as central banks weigh up the release of data.

Australian shares reached a new record high at the end of the month. The best performing local sector was real estate which lifted over 9%.

In the US, the S&P500 recorded a rise of over 10% for the second successive quarter.

One of our core pillars at Entrust is education, and sharing knowledge with our client community. Our goal with 3 Minute Tech is to provide quick and to the point videos to explain sometimes technically challenging topics in simple and easy to understand language.

Minimum pension payments are a requirement set for those who are drawing an income stream from superannuation. The 50% temporary reduction introduced during the onset of the pandemic ceased at the beginning of this financial year. As we move towards the end of the 2023-24 year, superannuation pension members should look to finalise the required withdrawals at the usual drawdown rates.

We understand that referring Entrust to a family member or friend represents trust that the service we provide has an important role to play.

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.

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

Entrust Wealth Management
A Division of Euroz Hartleys Limited
ABN 33 104 195 057
AFSL 230052
Address: QV1, Level 37, 250 St Georges Terrace, Perth WA 6000
Website: entrustwealth.com.au
Telephone: +61 8 9476 3900
Email: info@entrustwealth.com.au

This publication has been compiled by Entrust Wealth Management, a division of Euroz Hartleys Limited ABN 33 104 195 057 AFSL 230052.

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. We are 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 Euroz Hartleys Limited, or its 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 adviser.

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