Knowing Our Clients
Our clients come from many different backgrounds. Whatever their
background, they all have one thing in common; success. We believe that
in choosing us to manage their wealth, they are making another wise and
well-informed choice.
Don't be Excessive?
The caps applied to tax deductible and employer contributions to
superannuation have been halved. This means exceeding the limits is a
real possibility. Excess contributions will have total tax applied of
46.5%. Isn’t it time you reviewed your contributions?
My Documents
The Entrust website provides clients with secure online access to their
financial documents. Entrust stores copies of your Wills, EPA's, trust
deeds and other financial documentation in our client only access
section. This provides you with a private, secure and centralised hub
which can be updated by you and accessed at anytime.
