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AUGUST EDITION 2019

AUGUST EDITION 2019

In this month’s edition, our tech team discuss the reductions in the official cash rate announced by the Reserve Bank of Australia (RBA) in recent months, and how it has seen mortgage interest rates move to record low levels. The month of August is reviewed in Morningstar’s Australian Economic Update and the topic of reversionary pensions are discussed in this months “Frankly Speaking” section.

JULY EDITION 2019

JULY EDITION 2019

In this month's edition, we discuss the Work Test Exemption which was introduced to law as of 1 July 2019,  as well as Self Managed Superannuation.

Entrust presented at the Building Your Wealth or Planning for Retirement Seminar at the North Cottesloe Surf Life Saving Club.  Make sure you read the article to see how you can attend our next one. 

The latest Morningstar Economic Update is included giving a comprehensive review of all things Financial Markets.

Stay tuned, we will be rolling our new brand during August meaning our August newsletter will have a revised look and feel.

JUNE EDITION

JUNE EDITION

In this month’s edition, our tech team discuss Division 293 Tax, Liquidity and Buy-Sell Spreads. The month of June is reviewed in Morningstar’s Australian Economic Update, and the Catch-up strategy for the new financial year is discussed in this month’s ‘Frankly Speaking’ section.

Financial Year Checklist 2019

Financial Year Checklist 2019

The countdown to the End of Financial Year (EOFY) provides the opportunity to review your financial position so that important matters are considered before the end of June. With the 30th of June falling on a Sunday this year, it is mindful that transactions are executed in advance of this date to allow for sufficient processing time. The following outlines some of the things that may require action.

MAY EDITION 2019

MAY EDITION 2019

In this month's edition, the 'Frankly Speaking' section touches on the recent election's impact on Proposed Tax and Superannuation Reform, and how this could potentially impact you in the future. The month of May is reviewed in Morningstar's Australian Economic Update, and if you're over the age of 65, you'll want to have a look at our tech team's topic Downsizer Provision.

Budget Edition 2019

Budget Edition 2019

The centrepiece of the 2019-20 Federal Budget was $158 billion in tax relief over a decade. In all, 10 million individuals and 3 million small businesses are set to be beneficiaries of lower taxes.  In his maiden budget address and with the weight of a looming election, Treasurer Josh Frydenberg emphasised that challenges faced by Australian families will be met with “a stronger and more competitive economy, with lower taxes and more jobs”.