Navigating financial change for Western Australians since 2002

News

The news we highlight comprises our latest quarterly reports, press articles, presentations and other information we believe is relevant and interesting.

Fundamentally Speaking with Rowan Jones

The ATO will be watching for your EOFY “wash sales”

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Fundamentally Speaking with Rowan Jones

Timing market successfully is easier said than done

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Sound Advice for Not-For-Profit Organisations

WE UNDERSTAND the unique challenges faced by the Not-for-Profit sector and are a committed and trusted partner in the Western Australian market.

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Frontier Investment Governance Checklist

The COVID-19 pandemic and related economic and market events is a major event for institutional investors responsible for overseeing investment strategies designed to meet the (often long-term) needs of beneficiaries. 

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Flashpoint featuring Phil George

Our very own Phil George from Entrust Wealth Management joined Sunrise Host & 7News Finance Editor, David Koch along with Gavin Hegney (Perth Property Valuer and Forecaster) and Tim Lawless from CoreLogic Asia Pacific on Flashpoint last night.

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April Edition

In this month’s edition, we discuss Self Managed Super Funds, and how to prepare, develop and implement an investment strategy. Our Frankly Speaking article covers the topic of Share Purchase Plans, and the month of April is reviewed in Morningstar’s Australian Economic Update.

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25 Tips for Fundraising in Tough Times

Continuing on from our educational workshops with Kingsley Aikins on Philanthropy and Fundraising in October last year. We thought it was very worthwhile to follow up with Kingsley for his reviews on the current climate with regard to the not-for-profit, for the purpose and charitable sectors and their efforts to maintain their relative business strategies and fundraising activities in this difficult market.

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February Edition

The Euroz Big Walk for Perth Children’s Hospital Foundation is only a few weeks away, so if you’d like to join please make sure you click the link below.
In this month’s newsletter we review the month of February in the Morningstar Economic Update, as well as discussing the Downsizer Contribution measure, along with our usual Frankly Speaking segment.

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Aikins brings gift for generating giving

Fundraising is a mechanical process and 90 per cent of the work is research, according to an international expert visiting Perth.

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Charities’ crowded house

A visiting international expert in philanthropy suggests more charities should be merging but cautions against a “corporatisation” of the sector.

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Podcasts

We have highlighted some interesting podcasts that we enjoy. These can be financial, sporting, technological or of a general nature. We hope you enjoy! They are available at where ever you subscribe to your podcasts.

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. Masters of Scale is the first American media program to commit to gender balance for guests.

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Exponential Wisdom

Peter Diamandis and Dan Sullivan discuss how exponential technologies are creating massive opportunities for entrepreneurs all over the world and the impact of hyperconnectivity on global innovation.

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Business Wars

Business Wars gives you the unauthorized, real story of what drives these companies and their leaders, inventors, investors and executives to new heights — or to ruin.

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The Howie Games with Mark Howard

Where the biggest names in the world of sport go one-on-one with sports journalist Mark Howard. From ultimate highs to tear-jerking lows, Howie lifts the lid on the real stories behind the headlines. He sits down with the biggest names in Australian & world sport, finding out how they started out, what makes them tick, […]

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Nab Morning Call

The daily NAB Morning Call  includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Not a bad way of keeping up to date.

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The Money Cafe with Kirby and Kohler

A really interesting podcast hosted by Alan Kohler and James Kirby. Released every Thursday, they tackle the financial issues of the day. This podcast is available from where ever you access your favourite podcasts.

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Books

Reading great books across a wide range of subjects is something we love doing and there are so many excellent books we could suggest. Here is a very small sample. If you would like to hear what books we love please be in touch.

It Worked for Me

Colin Powell, one of America’s most admired public figures, reveals the principles that have shaped his life and career in this inspiring and engrossing memoir.

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The Culture Code

From the New York Times bestselling author of The Talent Code comes a book that unlocks the secrets of highly successful groups and provides tomorrow’s leaders with the tools to build a cohesive, motivated culture.

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Principles

Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business – and which any person or organization can adopt to help achieve their goals.

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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.

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Liar’s Poker

The time was the 1980s. The place was Wall Street. The game was called Liar’s Poker.Michael Lewis was fresh out of Princeton and the London School of Economics when he landed a job at Salomon Brothers, one of Wall Street’s premier investment firms. During the next three years, Lewis rose from callow trainee to bond salesman, […]

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Shoe Dog by Phil Knight

In this candid and riveting memoir, for the first time ever, Nike founder and CEO Phil Knight shares the inside story of the company’s early days as an intrepid start-up and its evolution into one of the world’s most iconic, game-changing, and profitable brands. In 1962, fresh out of business school, Phil Knight borrowed $50 […]

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Video

We have assembled the links to some interesting video clips relating to finance but also the world in general which you may find interesting....

Federal Reserve Chairman Jerome Powell on the coronavirus-ravaged economy

The head of the U.S. central banking system tells Scott Pelley how high he thinks unemployment will go, what tools the Fed still has to breathe life into the economy and what outcomes he’s trying to avoid on the road to economic recovery.

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Hans Rosling: 200 years in 4 minutes

Swedish stats guru and public educator Hans Rosling has died aged 68. In this spectacular section of The Joy Of Stats, broadcast by the BBC in 2010, he tells the story of the world in 200 countries over 200 years using 120,000 numbers – in just four minutes.

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