In this “Monthly Musings” for July, we look at the key market movements throughout the month and feature an episode of our Finding the Front podcast with Ophir Asset Management Founder and Senior Portfolio Manager, Andrew Mitchell. Andrew shares his journey from growing up in Adelaide and starting out in the industry, through to the…
In this “Monthly Musings” for June, we look at market movements for the month and give an overview of the sale of the Capital Markets business to BMO Financial Group. We also feature an episode of our “Finding the Front” podcast with Liontown CEO Tony Ottaviano, who shares his journey from BHP executive to lithium…
In this “Monthly Musings” for the month of May we will provide a Market Update, release a brand new episode of our short video series 3 Minute Tech titled “Navigating the $3.5 trillion wealth transfer”, provide some interesting insights through a paper titled “Maximise Super Balances” in our Focal Point section, and again, feature our…
In this “Monthly Musings” for the month of April we will provide a Market Update, release a brand new episode of our short video series 3 Minute Tech titled “What is in the ATO’s crosshairs”, highlight “Federal Budget 2026–27 | Key Changes at a Glance” in our Focal Point section, and feature a brand new (two-part) episode of our Finding the Front podcast featuring Murray Leahy,…
In this “Monthly Musings” for the month of March we will provide a Market Update, release a brand new episode of our short video series 3 Minute Tech titled “Division 296 – Super’s New Tax For Balances Above $3m”, highlight in our Focal Point section, “Super Contribution Caps & Limits Increasing”, and feature a flashback episode of our Finding the Front podcast from November 2021…
In this “Monthly Musings” for the month of February we will provide a brief Market Update for the month, flashback to episode 40 of our short video series 3 Minute Tech titled “What financial advice would you give your 18 year old self?”, and showcase two brand newepisodes of our “Finding the Front” podcast featuring the Founder of Revo…
In this “Monthly Musings” for the month of December we will provide a brief Market Update for the month, release a brand new episode of our short video series 3 Minute Tech titled “Downsizer Super Contributions”, look back at an important insight in our Focal Point section on “Division 293 Tax”, and showcase a brand new episode of our “Finding the…
In this “Monthly Musings” for the month of November we will provide a Market and Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “Dividend Reinvestment Plans (DRPs)”, look back at an important insight in our Focal Point section on “Testamentary Trusts”, and showcase a brand new episode of our “Finding the Front”…
In this “Monthly Musings” for the month of October we will provide a Market and Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “How much Super should you have?”, present an overview in our Focal Point section on “Better Targeted Super Concessions (Div. 296 Tax) Update”,…
In this “Monthly Musings” for the month of September we will provide a Market and Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “Franking Credits”, present an overview in our Focal Point section on “Deeming Rate Changes”, and showcase two flashback episodes of our “Finding the Front” podcast. The first featuring Elizabeth Gaines, Non-Executive Director and Global Ambassador of Fortescue…
In this “Monthly Musings” for the month of August we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “How can you save your children tax when inheriting your Super?”, look back at an important insight in our Focal Point section on “Advance Health Directive &…
In this “Monthly Musings” for the month of July we will provide a Market & Economic Conditions Update, re-visit the popular episode 36 of our short video series 3 Minute Tech titled “Your Questions Answered”, present an overview in our Focal Point section on “Using Carry Forward Concessional Contributions”, and showcase a brand new episode of our “Finding the Front” podcast with…
In this “Monthly Musings” for the month of June we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “What are the tax consequences when inheriting Super?”, look back at an important insight in our Focal Point section on “Binding Death Benefit…
In this “Monthly Musings” for the month of May we will provide a Market & Economic Conditions Update, showcase our “Commission for a Cause” day happening today, release a brand new episode of our short video series 3 Minute Tech titled “EOFY-What you need to know!”, provide an important insight in our Focal Point section on “Spouse Contributions”, and…
In this “Monthly Musings” for the month of April we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “What happens to your super on death?”, with June 30 approaching, provide an important insight in our Focal Point section with an “End of Financial Year Checklist”,…
In this “Monthly Musings” for the month of March we will provide a Market & Economic Conditions Update, re-visit the popular Episode 27 of our short video series 3 Minute Tech titled “Capital Gains Tax”, look back at our important overview in our Focal Point section on “Enduring Power of Attorney”, and showcase three brand new, exciting episodes of our “Finding…
In this “Monthly Musings” for the month of February we will provide a Market & Economic Conditions Update, re-visit the popular Episode 28 of our short video series 3 Minute Tech titled “Small Business Capital Gains Tax Concessions”, present an overview in our Focal Point section on “General Transfer Balance Cap”, and showcase two flashback episodes of our “Finding the Front” podcast. The…
In this “Monthly Musings” for the month of December we will provide a brief Market Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “Your Questions Answered”, present an overview in our Focal Point section on “Transition to Retirement Income Streams (TRIS)”, and release two fantastic…
In this “Monthly Musings” for the month of November we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “What Financial Advice would you give your 18 year old self?”, present an overview in our Focal Point section on “Commonwealth Seniors…
In this “Monthly Musings” for the month of October we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “What would you do if you won Lotto?”, present an overview in our Focal Point section on “Super on Paid Parental Leave”,…
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In this “Monthly Musings” for the month of September we will provide our Market and Economic Conditions Update for the month, introduce a brand new episode of our short video series 3 Minute Tech titled “Paid Parental Leave”, present an overview in our Focal Point section on “Downsizer Contributions”, and, feature a brand new episode of our “Finding the…
In this “Monthly Musings” for the month of August we will provide our Market and Economic Conditions Update for the month, re-visit Episode 24 of “3 Minute Tech” covering the popular topic of “How much Super should I have?”, present an overview in our Focal Point section on Binding Death Benefit Nominations, and, feature a fantastic past episode of our “Finding the Front” podcast…
In this “Monthly Musings” for the month of July we will provide our Market and Economic Conditions Update for the month, release a brand new “3 Minute Tech” covering the topic of “Converting your Super into an Income Stream”, present an overview in our Focal Point section on Division 293 Tax, and, feature the latest episode of our “Finding the Front” podcast with special…
In this “Monthly Musings” for the month of June we will observe the market movements for the month, release a brand new “3 Minute Tech” where we take the time out to answer some of the recent questions we have received, present an overview in our Focal Point section on Government Co-Contributions, and feature the latest episode of our “Finding the Front” podcast with Marnie…
Here is our “Monthly Musings” for the month of April. In this edition we will observe the market movements for the month, showcase a brand new episode of our short video series “3 Minute Tech” where we discuss planning for the upcoming End of Financial Year, and present an overview in our Focal Point section that provides an End of Financial Year…
Here is our “Monthly Musings” for the month of March. In this edition we will observe the market movements for the month, showcase a brand new episode of our short video series “3 Minute Tech” where we discuss “Personal Insurances”, present an update in our Focal Point section surrounding the important superannuation “Minimum Pension Payments”, and provide a great video insight into the…
Here is our “Monthly Musings” for the month of February. In this edition we will: observe the market movements for the month,showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Division 293 Tax”,present an update in our Focal Point section surrounding the important superannuation “Contribution Caps”, andprovide a great insight into our Private Wealth Adviser, Phil George.
Here is our “Monthly Musings” for the month of January. In this edition we will: observe the market movements for the month,showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Stage 3 Tax Cuts”,with “Stage 3 Tax Cuts” in mind present an overview in our Focal Point section surrounding “Concessional Contributions”, andprovide a great insight into our Private Wealth Adviser, Matthew…
Here is our “Monthly Musings” for the month of December. In this edition we will: observe the market movements for the month,showcase two brand new episodes of our short video series “3 Minute Tech” where we discuss the important topics of “What is the Age Pension?” and “Aged Care”,present an overview in our Focal Point section surrounding “Gifting”, provide a great insight into our experienced Private…
Your Entrust Wealth Management “Monthly Musings” for the month of October has arrived. In this edition we will: observe the market movements for the month,explore a fresh instalment of our short video series 3 Minute Tech where we delve into the topic of “Small Business Capital Gains Tax Concessions.”feature a paper in Focal Point that looks at Non-Concessional Contributions, and…
Your Entrust Wealth Management “Monthly Musings” for the month of September has arrived. In this edition we will: observe the market movements for the month,showcase a brand new an episode of our short video series “3 Minute Tech” titled “Capital Gains Tax”,provide a paper in Focal Point that looks at Superannuation Contribution Splitting,provide a great insight into our Private Wealth Adviser, Andrew Fry, andsuggest another book…
Your Entrust Wealth Management “Monthly Musings” for the month of August has arrived. In this edition we will: observe the market movements for the month,re-visit an episode of our short video series “3 Minute Tech” titled “Who Gets My Super When I Die?”,provide a paper in Focal Point that looks at Reducing Death Benefit Tax in Superannuation,provide a great insight into our Head of Entrust…
Your Entrust Wealth Management “Monthly Musings” for the month of July has arrived. In this edition we will: observe the market movements for the month,re-visit an episode of our short video series “3 Minute Tech” titled “Succession Planning – Part B”,provide a paper in Focal Point that looks at Minimum Pensions,provide a great insight into our Private Wealth Adviser, Michael Vrankovich, andsuggest another book that might be…
In this edition we will observe the market movements for the month, re-visit an episode of our short video series “3 Minute Tech” titled “Succession Planning – Part A”, provide a paper in Focal Point that looks at HECS-HELP Loans, provide a great insight into our Private Wealth Adviser, Katrina Ryan, and suggest another book that might be worth a read.
In this edition we will observe the market movements for the month, re-visit an episode of our short video series “3 Minute Tech” titled “Estate Planning – Enduring Powers of Guardianship”, provide a paper in Focal Point that looks at an Enduring Power of Attorney, provide a great insight into our senior Private Wealth Adviser, Phil George and, suggest another book that might be worth…
In this edition we will observe the market movements for the month, launch a brand new episode of our short video series “3 Minute Tech” titled “Debt Recycling”, provide some insight in Focal Point covering an End of Financial Year Checklist, provide a great insight into our senior Private Wealth Adviser, Matt Reece and, suggest another book that might be worth a read.
Monthly Musings” for the month of March we observe the market movements for the month, launch a brand new episode of our short video series “3 Minute Tech” titled “Commonwealth Seniors Health Card”, provide some insight in Focal Point into the upcoming increase in the Transfer Balance Cap to $1.9m, provide a great insight into our senior Private Wealth Adviser, Brad Gordon and, suggest…
In this edition of Monthly Musings we will observe the market movements for February, launch a brand new episode of our short video series “3 Minute Tech” titled “How much Super should I have?”, in light of recently proposed changes as to how high super balances will be taxed, cover off in Focal Point a summary of the $3 million Super Proposal and, provide…
With our next issue coming out in January, on behalf of the team at Entrust Wealth Management, we would like to wish everyone a very Merry Christmas and thank you for your support throughout 2022! In this edition we will: look at the market movements for November,introduce a brand new episode of our short video series “3 Minute Tech” that…
Good afternoon,The Entrust “Monthly Musings” for October has arrived. In this edition we will: provide our update on the markets for October,introduce a brand new episode of our short video series “3 Minute Tech” that focuses on “How to Reduce the Tax when your Adult Children Inherit your Super”,deliver a new paper in Focal Point looking at “Off-Market Buybacks”, showcase a great…
In this edition we will: provide our update on the markets for September,re-visit an episode of our short video series “3 Minute Tech” that focuses on “Estate Planning – Wills and Testamentary Trusts”,deliver a new paper in Focal Point looking at “Downsizer Contributions”,showcase an excellent video insight into one of our team, Private Wealth Adviser, Phil George, andsuggest another book that might…
In this edition we will: provide our update on the markets for August,present a brand new episode of our short video series – 3 Minute Tech – covering “Contributing to Super & the Work Test”, deliver a new paper in Focal Point titled “Binding Nominations”, andshowcase a fantastic video insight into one of our team, Financial Planner Katrina Ryan.
The June edition of the Entrust Wealth Management “Monthly Musings” has arrived. In this edition we will: provide our update on the markets for June,re-visit an episode of our short video series of “3 Minute Tech” focusing on the very relevant “Estate Planning – Wills and Testamentary Trusts”, deliver a paper in Focal Point which provides some insights into significant…
In the May edition we will provide: our update on the markets for May,a new Episode 20 of 3 Minute Tech focussing on the very relevant “End of Financial Year Planning”, a paper in Focal Point which provides some considerations with respect to a Superannuation to-do list heading into June 30,provide a short video insight into our experienced Private Wealth Adviser, Brad…
Welcome to the March edition of our Monthly Musings. In this latest update we will provide our market update for March,provide a brand new episode of popular 3 Minute Tech titled “Super’s Minimum Pension Requirements”deliver a paper in “Focal Point” on the Federal Budget 2022-2023,provide a short video insight into our experienced Private Wealth Adviser, Andrew Fry, andsuggest an interesting book…
Welcome to the February edition of our Monthly Musings. In this latest update we will provide our market update for February,provide a flashback of popular Episode 1 of 3 Minute Tech “Who gets my Super when I die?”,deliver a paper in “Focal Point” on Minimum Pension Payments, provide a short video insight into our great Head of Adviser Support, Karen…
Good morning! Welcome to the January edition of our Monthly Musings. In this latest update we will: provide our market update for January,release the next episode of 3 Minute Tech “Investing for Children – Part B”,deliver a paper in “Focal Point” where we highlight how individuals can boost their superannuation balance with the use of non-concessional contributions, provide a short video…
Good afternoon! Welcome to the December edition of our Monthly Musings. In this latest update we will: provide our market update for December,release the latest episode of 3 Minute Tech on “Investing for Children”,deliver a paper on Estate Planning in Focal Point. With Australians set to pass on record amounts of wealth over the coming decades, we highlight…
In this latest update we will: look at the market movements for the month of November,release Episode 15 of our short video series 3 Minute Tech where we will continue our coverage of succession planning whether it be in business, farming or family,use our Focal Point section to highlight considerations around operating an SMSF with up to 6 members,provide a short video…
In this latest update we will: look at the market movements for the month of October,release Episode 14 of our short video series 3 Minute Tech. In this Episode we will cover succession planning whether it be in business, farming or family,dig into the First Home Super Saver Scheme in our Focal Point section to outline some of the important…
In this edition we will: provide some observations on the market movements for August,release Episode 12 of our short video series 3 Minute Tech. This episode is the second part of a three part segment on Estate Planning, where we discuss “Enduring Powers of Attorney”,look at the subject of share buy-backs. On the back of a strong rebound in…
Good morning! Here is the July edition of our Monthly Musings straight to your inbox. In this edition we will: cover off on the market movements for July,introduce the latest Episode 11 of 3 Minute Tech, where we look at “Estate Planning – Wills and Testamentary Trusts”,provide a paper in Focal Point where we discuss some of the…
Another financial year has passed and here is our June Monthly Musings. In this edition: We provide our usual observations on the month’s market movements,We release Episode 10 of 3 Minute Tech which looks at the 2021/22 – Changes to the Super Thresholds, andIn Focal Point, with 2020-21 done and dusted and the new financial…
Our May Monthly Musings has arrived. In this edition: We provide our observations on the month’s market movements,We release the latest episode of 3 Minute Tech which looks at the 2021/22 Federal Budget and summarises the key points and strategic implications, andin Focal Point we look at “sequencing risk” which is the risk that the order and…
Our April Monthly Musings covers off on the month’s market movements, we re-visit the 3 Minute Tech episode on “How to build your Super Nest Egg” in light of the fast approaching end of financial year, and in Focal Point we look at the topic of “Investing for Children (Minors)”. We hope you enjoy.
Each month we provide a wrap up of the market performance and some informative insights on various wealth management issues. We hope you enjoy.
Here is our Monthly Musings for February. We hope you enjoy.
Good afternoon! Here is our Monthly Musings for January. In this edition, our Markets Update is followed by new episode six of 3 Minute Tech that looks at “Concessional Contribution Catch-up Provisions”. The link to the previous five episodes of 3 Minute Tech is also contained below if you would like to revisit any of the…
Completing 2020, here is our musings for the month of December. In this edition we provide an update on the performance across markets, release the new episode 5 of “3 Minute Tech” and deliver an insightful review relating to temporary changes of minimum pension drawdown rates. We also provide some insight into one of our…
Good afternoon! November is complete and to keep you up to date we deliver to your inbox our regular Monthly Musings where we ponder over what happened during the month and provide some worthwhile wealth management updates and information.
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 to be…
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…
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.