March 2016 – 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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March 2016 – Knowledge Centre Newsletter

March 2016 – Knowledge Centre Newsletter

Welcome to the March 2016 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.

Taking a break? Don’t forget your super
People often take a break from work to manage changes in their lives. When this happens, they’re also taking a break from receiving super contributions, which may affect their retirement savings. But there are things you can do to help manage this gap. Read more…

Super splitting animation
Super splitting is a strategy that allows you to share your super contributions with your spouse. It can be a helpful way to boost your spouse’s super and may benefit you in other ways depending on your situation. See our video to learn more. Launch video…

Understanding Investment Styles
Different portfolio managers have different styles when it comes to how they invest. This article takes a closer look at active and indexed investing styles and the philosophies that guide them. Do you know the difference? Read more…

Changes to the Personal Asset Rules for SMSFs
New changes to the personal Asset rules for SMSFs will affect which assets count as investments and how they are to be treated if held by the SMSF. Review the changes to ensure you are across this before 1 July. Read more…

What’s your biggest regret?
A blackboard in the middle of New York City gives people a second chance at their dreams. Take a look at what these people would do differently – does it resonate with you? Launch video…

Property selling calculator
Thinking of selling your property? This calculator estimates the total cost of selling, including agent’s fees, lender fees, conveyancing, and removalist costs. Launch calculator…