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.

Retirement Income Review

Commissioned in September 2019, the Federal Government released the findings from its independent Retirement Income Review on Friday, 20th November 2020. The report assesses the performance of the retirement income system, which encompasses three pillars: compulsory superannuation, a means-tested age pension and voluntary savings (including home ownership).

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October Monthly Musings

In this edition highlights include: Our market movement overview, the launch of Episode 3 of 3 Minute Tech which, like the previous 2 episodes, focuses on the very important topics of superannuation and estate planning. These short videos have been very well received. Focal Point where we explore the legal documents which may allow effective decisions […]

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Advance Health Directives and Enduring Powers of Guardianship

Decisions are part of every day life. But what happens if we cannot make decisions for ourselves due to illness or accident? Although an Enduring Power of Attorney can be used to manage financial and property assets, this does not extend to health and medical treatment. We explore additional documents which may allow effective decisions […]

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September Monthly Musings

In this edition we go through the market movements for September and feature a very interesting report on the upcoming US Election by our research and advisory partner, leading independent asset consultant, Frontier Advisors. This report is well worth a read and provides some great insights. As usual, we are excited to deliver the next […]

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Transition to Retirement Pensions and Carry-Forward Concessional Contributions
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Frontier Advisors US Election Overview

On Tuesday, 3 November 2020, Americans will go to the polls to decide who will be President for the next four years—Joe Biden or Donald Trump.

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August Monthly Musings

This month’s “Musings” delivers an update on market movements for August, we introduce our new video initiative “3 Minute Tech” which seeks to make complicated topics or concepts simple,  and then we delve into the topical COVID-19 Superannuation Release Scheme. 

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Fundamentally Speaking with Rowan Jones

Take stock when directors put money where mouth is

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Early Release of Super

Under the COVID-19 Superannuation Early Release Scheme, people who have lost their jobs or suffered a significant drop in their income have a second opportunity to access up to $10,000 from their retirement savings. With the application period for the current financial year extended to 31 December 2020, the demand for access has outstripped initial […]

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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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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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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....

Episode 4 “Is Super still Super?”

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech covers the topic of “Is Super still Super?”

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Episode 3 “How can I reduce the tax burden to my adult children”

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech covers the topic of “How can I reduce the tax burden to my adult children”

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Episode 2 “How Much Tax Do My Beneficiaries Pay?”

Making complicated concepts and terms, simple. In this episode, 3 Minute Tech covers the topic of “How Much Tax Do My Beneficiaries Pay?”

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Episode 1 “Who Gets My Super When I Die?”

Making complicated concepts and terms, simple. In this episode 3 Minute Tech covers the topic of “Who Gets My Super When I Die?”

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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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