Rowan Jones
Rowan joined Entrust in January 2008 and has served as a director, and is currently the Head of Entrust Wealth Management.
Rowan provides strategic and investment advice to a broad range of clients, although as a recognised SMSF Specialist adviser he specialises in providing advice to Self-Managed Superannuation Fund (SMSF) members. Rowan’s main focus is to provide personalised advice that will help grow and protect your family’s wealth.
Rowan’s focus involves providing personalised strategic advice and a comprehensive knowledge of financial markets and portfolio management.
Rowan holds a Bachelor of Commerce from Curtin University, a Graduate Diploma of Applied Finance and Investment (FINSIA) and has completed his Certified Financial Planner (CFP) studies. He is also a SMSF Specialist Adviser through the SMSF Association.
Prior to joining Entrust, Rowan spent ten years as a professional sportsperson in the AFL with the West Coast Eagles Football Club.
- Episode 1 “Who Gets My Super When I Die?”
- Episode 2 “How Much Tax Do My Beneficiaries Pay?”
- Episode 8: “The Downsizer Provision?”
- Episode 10: 2021/22 -Changes to the Super Thresholds
- Episode 11: Estate Planning – Wills and Testamentary Trusts
- Episode 12: Estate Planning – Enduring Powers of Attorney
- Episode 13: Estate Planning – Enduring Powers of Guardianship
- Episode 14: Succession Planning – Part A
- Episode 15: Succession Planning – Part B
- Episode 16: Investing for Children – Part A
- Episode 17: Investing for Children – Part B
- Episode 18: Super’s Minimum Pension Requirement
- Episode 19: Self-Managed Super Funds 6 Member Limit
- Episode 20: End of Financial Year Planning
- Episode 21: Contibuting to Super & the “Work Test”
- Episode 22: How to reduce the tax when your adult children inherit your super
- Episode 23: Inheriting Assets & Tax Considerations
- 25/09/23 Catch up on unused super caps you may have missed
- 18/09/23 Keep money coming in for the family when you leave
- 11/09/23 Look for fire amid smoke signals when insider sells
- 28/08/23 Clear choice for DIY super trustee saves you legwork
- 21/08/23 Good (and bad) of a shift between super fund status
- 14/08/23 Listed property trust value at mercy of investor mood
- 07/08/23 Profit not only pointer to company’s financial health
- 31/07/23 Compare like for like when benchmarking super funds
- 17/07/23 Taxman warns that timing key for super withdrawals
- 26/06/23 Doing the splits to help rebalance super savings
- 19/06/23 Too high or too low? Look behind the ratio for value
- 12/06/23 The date that determines CGT on inherited assets
- 05/06/23 Eagle-eyed ATO will peg your tax-loss wash sales
- August 2023 Reporting Season Update
- May 2023 Insights from the Macquarie Conference
- June 2023 Quarterly Report
- March Quarter 2023 Commentary & Outlook
- February 2023 Reporting Season Update
- 2022 Year in Review & the Outlook for 2023
- September 2022 Quarter Commentary and Outlook
- June 2022 Quarter Commentary and Outlook
- March 2022 Quarter Commentary and Outlook