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…

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.

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 discussed in this month’s “Frankly Speaking” section.

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.

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.

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.