News & Insights

FLASHPOINT

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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April Edition

In this month’s edition, we discuss Self Managed Super Funds, and how to prepare, develop and implement an investment strategy. Our Frankly Speaking article covers the topic of Share Purchase Plans, and the month of April is reviewed in Morningstar’s Australian Economic Update.

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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…

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February Edition

The Euroz Big Walk for Perth Children’s Hospital Foundation is only a few weeks away, so if you’d like to join please make sure you click the link below.
In this month’s newsletter we review the month of February in the Morningstar Economic Update, as well as discussing the Downsizer Contribution measure, along with our…

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January Edition

Happy New Year!

In this month’s newsletter we review the month of December in global markets. We also discuss the legislation surrounding the removal of the capital gains tax (CGT) exemption for foreign residents who sell the family home along with our usual segments Frankly Speaking and the Morningstar Economic Update.

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November Edition

Did you know that billions of dollars currently sit in unclaimed money registers, with the majority related to lost or inactive superannuation accounts? We discuss the Unclaimed Money Overview in this month’s edition, as well as the month of November is reviewed in Morningstar’s Australian Economic Update and Self-Managed Super Funds are discussed in this…

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October Edition 2019

Superannuation Guarantee is discussed in this month’s edition, with our tech team outlining the recent changes to the SG legislation designed to improve integrity of the system. The month of October is reviewed in Morningstar’s Australian Economic Update and corporate loans are discussed in this month’s “Frankly Speaking” section.

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September Edition 2019

Advance Health Directive is discussed in this month’s edition, with our tech team outlining what is included in the document, and how that could affect our future medical, surgical or dental treatment and other health care. The month of September is reviewed in Morningstar’s Australian Economic Update and the topic hedging or not hedging is…

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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…

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