Story Wealth Management | July 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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July 2017 – Knowledge Centre Newsletter

July 2017 – Knowledge Centre Newsletter

Welcome to the July 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.

Learning modules updated for 2017/18

Our learning modules have been updated to reflect new legislation from 1 July 2017. We’ve also included information in several of our learning modules on pending legislation proposed in the 2017-18 Federal Budget. Read more…

1 July 2017 – New financial year, new rules

The new financial year has ushered in many legislative changes when it comes to personal finances. These are most noticeable in superannuation, but also impact other areas. Read more about these changes and how they may affect you. Read more…

What is a managed fund?

There are various investment methods available to help build and maintain wealth over the long-term. In this animation, we explore managed funds, how they work and the relative merits of investing in one. Launch video…

Future self-continuity: Preparing for the future

When considering your personal finances, is there a battle between your present and future self? In this article, we look at the importance of aligning your present self with your future self. Read more…

Income Protection: Indemnity and agreed value

One important factor when considering the establishment of an Income Protection insurance policy is the benefit type. In this article, we discuss the difference between indemnity and agreed value. Read more…

Mo Gawdat’s equation for happiness

What does happiness mean, what role does it play in your life, and how do you achieve it? In this video, Mo Gawdat, Chief Business Officer for Google X, proposes a mathematical equation for happiness. Launch video…