Story Wealth recently introduced Quarterly Living the Value Awards Program. The program has been designed to recognise and reward team members who consistently go above and beyond in the workplace, whether that be supporting other team members, striving to provide outstanding client engagement or a general all-rounder.

Congratulations Jessica.

The Australian-  Reducing longevity risk

The Investment Series-  Don’t give up, you’ve got this

Ebook download – Reinvention is the New Retirement

Please click below to view our Knowledge Centre Newsletter and to read more, click on the links within the articles.

Open April 2018 Knowledge Centre Newsletter

]]> https://storywealth.com.au/august-2017-knowledge-centre-newsletter/?utm_source=rss&utm_medium=rss&utm_campaign=august-2017-knowledge-centre-newsletter Thu, 17 Aug 2017 00:47:12 +0000 https://storywealth.com.au/?p=18889 Welcome to the August 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.

Super focused: Your annual super statement

Your annual super statement has lots of important information to help you better understand your super. In this article, we cover some key things to check in your annual super statement before filing it away. Read more…

Making the most of your tax refund

How Australians choose to spend their tax refund can vary considerably. In this animation, we provide a number of helpful spending suggestions that could help you make the most of your tax refund. Launch video…

A helping hand: Child care benefit and rebate
Returning to work after having a family may mean thinking about child care. In this article, we discuss the Child Care Benefit and Child Care Rebate provided by the Government to eligible families. Read more…

Tax time and deductions: Work-related expenses
Whether you prepare your tax return yourself, or use a registered tax agent, it’s important to get your deductions right. In this article, we discuss several of the most common work-related expenses that you may be eligible to claim. Read more…

Bill Gates’ last day of work
When the day finally comes to retire there may be a mix of emotions. The end of one journey and the beginning of a new one. In this video, we look at Bill Gates’ humorous video showcasing his last day of work at Microsoft. Launch video…

Stamp duty calculator
If you’re a prospective first home buyer, take some time to check out our Stamp Duty Calculator. It incorporates the recent changes made by the NSW and VIC Governments that took effect from 1 July 2017. Launch calculator…

Market update  – BT Financial Group Investment Specialist, Riccardo Briganti, provides us with an investment update on local and international markets.

Federal Budget 2017 – 6 things to consider – We analyse what the proposed Budget changes mean for you.

Make my retirement funds last the distance – We take a look at how to make your retirement funds last the distance.

‘Voluntourism’: how to make a difference in your retirement – Finally, Dr Bryan Hymphrey talks to us about his experiences ‘voluntouring’ internationally during retirement.

If you wish to discuss any of the topics within this newsletter or any other matter, please don’t hesitate to contact our office on 03 8560 3188.

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…

EOFY planning: Tax and superannuation strategies

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and superannuation. Read more…

Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you. Launch video…

Diversification fundamentals in portfolio construction
You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction. Read more…

Income protection: Supplementary provisions
There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage. Read more…

Dave Allen’s comedy sketch: £10 note stuck under car tyre
Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money Launch video…

Financial mindsets of the super wealthy

Whilst on the path to financial freedom, occasionally it can be helpful to gain perspective along the way, by considering and then reflecting on the financial attitudes and behaviours of others. In this article, we look at several of the interesting findings from the 2017 Wealth Report. Read more…

Buy-sell agreement explained

When developing a business succession plan, having a buy/sell agreement in place may be a key consideration. In this animation, we discuss how this may assist in a smooth transition between a departing business owner and the remaining owners who wish to carry on with the business. Launch video…

Things to consider with guarantor loans
The domestic housing market has received considerable attention over the last 12 months due to concerns around housing affordability, especially for new entrants. In this article, we discuss things to consider before becoming a guarantor on a loan for a family member. Read more…

Aged Care Services: Home care packages
If you or a loved one requires higher-level aged care services, but would still like to reside at home then a Home Care Package may be an option to consider. In this article, we take a closer look at how this service works. Read more…

Is money becoming an illusion?
Do you remember playing Monopoly as a child? If so, do you think the way you played may have changed if you’d used real money? In this video, we explore the importance of educating your children on the value of money from an early age especially given the emergence of ‘tap & pay’. Launch video…

Rent vs Buy Calculator
One of the many important decisions you may make in your lifetime is whether to continue renting or to purchase a residential property. The Rent vs Buy Calculator provides you with an estimate of your long-term financial situation when comparing the two options. Launch calculator…

Small Business CFT Concessions
If you are considering selling a small business or the assets it uses, you may be eligible for a range of CGT concessions to help reduce the capital gains tax associated with the sale. We discuss the several concessions that may be available to you. Read more…

What is Negative Gearing?
Negative gearing is a wealth accumulation strategy that often also aims to minimise tax. In this animation, we demonstrate what negative gearing is and several of the important considerations around utilising this strategy for wealth creation. Launch video…

Exploring Goals-Based Investing
The foundation of goals-based investing lies in ensuring that there is alignment between your financial goals and objectives, tolerance for risk and the way your investment portfolio is ultimately invested. We explore this in a little more detail. Read more…

Aged Care Services: Commonwealth Home Support Programme
For the majority of people, being able to live independently in your home as you age is what you want, but the reality is that sometimes you may need some help. In this article, we focus on the Commonwealth Home Support Programme. Read more…

Judson Brewer: A Simple Way to Break a Bad Habit
For some of us, our bad habits may be put down to a simple case of, “We are what we repeatedly do”. This video may have an answer to breaking those habits through ‘mindfulness’. Launch video…

Savings Goal Calculator – How Long to Save
When it comes to a savings goal, a question we often ask is, ‘How long will it take to reach my savings goal given my current account balance, interest being earnt and regular contributions?’ Our new calculator may just be the answer to the question you have been looking for. Launch calculator…