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Monthly Musings
An insight into Entrust

Good morning and welcome to the September edition of "Monthly Musings". 

The markets, in contrast to August, have retraced somewhat in September with the challenges of the Pandemic still clearly weighing in. Combine this with the US Federal election being around the corner and investors are considering the future under Joe Biden or Donald Trump.

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 episode of "3 Minute Tech" which continues with the theme of strategies for estate planning and superannuation, and then in our Focal Point section we look closely at potential superannuation strategies for pre-retirees. 

Also in this September edition, our feature Entrust video interview for the month is our Senior Investment Adviser and Director, Brad Gordon. We have another super podcast that may be of interest and finish with another suggestion for an interesting book to read if you need one. 

We hope you enjoy.

Markets Update
Observations from September...
  • Markets head lower during September in a month where Tesla’s CEO, Elon Musk, experienced the biggest one day wealth drop in history. COVID cases rose across Europe and Boris Johnson orders his Brits to leave the pub by 10pm. Hot topics such as second waves, vaccines, the US election and inflation leaves an uncertain near-term outlook for global markets.
  • As we mentioned in our intro, our research and advisory partner, Frontier Advisors has released this report covering the US Federal Election on Tuesday the 3rd of November. A very interesting read.
Click Here to Read

3 Minute Tech
One of our core pillars at Entrust is education, and sharing our knowledge with clients. With this in mind we are excited to introduce Episode 2 of our video series "3 Minute Tech".
 
Our goal with these quick and to the point videos is to explain sometimes technically challenging topics in simple and easy to understand language.

Episode 1: "Who gets my super when I die"  
Episode 2: "How much tax do my beneficiaries pay?"
Click Here to View
This 3 Minute Tech episode covers the important issue of the tax implications of inheriting super. If you would like to discuss further please do not hesitate to contact us
 

Focal Point
Each edition of Monthly Musings we dig a bit deeper into important strategic and financial planning concepts and opportunities that should be considered in the present as they can impact on long term wealth accumulation.

In this month's "Focal Point" we delve into the very relevant area of: 

Transition to Retirement Pensions and Carry-Forward Concessional Contributions

If you are a pre-retiree and have ambitions of boosting your retirement savings then this is definitely worth a read and please reach out if you have any queries.
Click Here to Read

Entrust Team Feature
Each month we provide an insight into our wonderful team. This month we are featuring Senior Investment Adviser and Director, Brad Gordon. Well done Brad!
Click Here to View
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 and that we can be relied upon to perform that role. We are grateful and thankful for these referrals.  

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. 
Share Monthly Musings

Our "Podcast of Interest" for the month

NAB The 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.

This podcast is available from wherever you access your favourite podcasts.

Our "Book of Interest" for the month


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.

 
That is it for this edition of the Monthly Musings, we hope you found it interesting with some useful information. 

Until next month,

Kind regards from all the team at Entrust
entrustwealth.com.au


Entrust Wealth Management Pty Ltd  ABN 80 100 088 168

Authorised to provide financial services  AFSL 222152

Level 18 Alluvion 58 Mounts Bay Road Perth WA 6000 

PO Box Z5034 Perth Western Australia 6831
 

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This publication has been compiled by Entrust Wealth Management Pty Ltd ABN 80 100 088 168 AFSL 222152 (Entrust).

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. Entrust is 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 Entrust, or its authorised 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 financial adviser.
 
 






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