Story Wealth Management | May 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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May 2016 – Knowledge Centre Newsletter

May 2016 – Knowledge Centre Newsletter

Welcome to the May 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.

Give your insurance a 5-point check
Insurance is one of those things many of us set-and-forget, but a quick review of your insurance policies at least once a year is a worthwhile exercise that can help save costs and ensure peace of mind. So where do you start? Read more…

10 ways to protect yourself against identity theft
Identity theft cost Australians in excess of $1.6 billion last year. In this article, we explore ways to protect your personal information and reduce the risks of falling victim to this serious crime. Read more…

Drawing down your super
For most people, access to super starts at or close to retirement, but in extreme circumstances you may be able to access your super sooner if you meet certain requirements. This video looks at the different options that you have to draw down your super and when earlier access may apply. Launch video…

Checklist – Preparing for tax time the easy way
With tax time fast approaching, it’s a good time to start getting all the documents and records together that you will need in preparation for lodging your tax return. Our handy tax-time checklist will help make the process simpler, and ensure you are organised and have everything you need. Read more…

What happens when you reply to spam email
Suspicious emails: unclaimed insurance bonds, diamond-encrusted safe deposit boxes, close friends marooned in a foreign country. They pop up in our inboxes, and standard procedure is to delete on sight. But what happens when you reply? Launch video…