Story Wealth Management | January 2017 – Knowledge Centre Newsletter
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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January 2017 – Knowledge Centre Newsletter

January 2017 – Knowledge Centre Newsletter

Welcome to the January 2017 Edition of our Knowledge Centre Newsletter. If you don’t have access to our Knowledge Centre or if you have forgotten your password, please contact us.

Update: Superannuation Reform Package
The dust has now settled, and several new tax and superannuation bills have been formally passed through the House of Representatives and Senate corresponding to the Government’s ‘Superannuation Reform Package’ announced back in the 2016 Federal Budget. The majority of the Government’s proposed changes have made it through parliament. Read more…

Salary Sacrifice
Salary sacrificing is a term that many of us have heard, but what does it actually mean and how can we benefit from its use? In our animation we consider the tax-effective and wealth accumulation benefits of entering into a salary sacrifice arrangement with your employer. Launch video…

SMART Budgeting

For many of us that make resolutions during or at the end of the year, we often unfortunately set ourselves up to fail. This may be due to a combination of factors such as unrealistic expectations, ill-defined goals and objectives, poor time management skills, the wrong mindset, or simply just getting distracted with life. Find out about the SMART principle and its application to budgeting. Read more…

Trauma: Exploring Beyond the Big Four
When considering the potential for a future claim on our Trauma insurance, we often think about the big four traumatic medical events e.g. heart attack, stroke, cancer and coronary artery bypass. It is important to remember that contemporary trauma insurance policies now also provide greater protection with the provision of a much larger range of specified medical events. Read more…

Google – Year in Search 2016
2016 was an eventful year in the finance world. With all this in mind, we provide you with a short video that looks back on 2016, to take some time to consider milestones that you have personally reached, and how you are tracking for your future goals and objectives. Launch video…