One of our core pillars at Entrust is education, and sharing our 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.

This month we introduce a brand new episode focusing on "Inheriting Assets & Tax Considerations".

Other previous episodes include:

• "Who gets my Super when I die"  
• "How much tax do my beneficiaries pay?"
• "The Downsizer Provision" 
• "2021/22 - Changes to the Super Thresholds"
• "Estate Planning - Wills and Testamentary Trusts"
• "Estate Planning - Enduring Powers of Attorney"
• "Estate Planning - Enduring Powers of Guardianship"
• "Succession Planning - Part A"
• "Succession Planning - Part B"
• "Investing for Children - Part A"
• "Investing for Children - Part B"
• "Super's Minimum Pension Requirement"
• "Self-Managed Super Funds 6 Member Limit"
• "Contributing to Super and the Work Test"
• "How to Reduce the Tax when your Adult Children Inherit your Super"

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.

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. 

Entrust Wealth Management
A Division of Euroz Hartleys Limited
ABN 33 104 195 057
Authorised to provide financial services AFSL 230052

Level 6, Westralia Square
141 St Georges Terrace
Perth WA 6000
Telephone: +61 8 9476 3900
Fax: +61 8 9321 6333
Email: info@entrustwealth.com.au

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list

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.