SWU Financial Planning SWU Financial Planning
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    • Simon Wu
    • Jonathan Wu
    • Benny Huang
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Blog
Jun 26,2025

Testamentary Trusts: Why They’re Not Just for the Wealthy

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Blog
Jun 26,2025

Timing Is Everything: How Sequencing Risk Can Derail Your Retirement

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Blog
Jun 26,2025

Are You Paying Too Much Tax Because of Medicare? – Understanding the Medicare Levy and the Surcharge

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Blog
May 29,2025

Beyond the Big Four: Smarter Ways to Borrow for Your Next Home

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Blog
May 29,2025

Are You in the Retirement Risk Zone?

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Blog
May 29,2025

Not All That Glitters: The Hidden Risks in Chasing High-Yield Private Credit

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Blog
May 29,2025

Transfer Balance Cap Increase to $2M from 1 July 2025

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Blog
May 02,2025

Mirror Wills: When Good Intentions Lead to Unintended Consequences

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1 2 3 4 … 25
SWU Financial Planning
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  • Suite 38-39, Level 2
    330 Wattle St,
    Ultimo NSW 2007
    Australia

Contact
  • financialsuccess@simonwu.com.au
  • +61 (02) 9211 0228

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    • About
    • Team
      • Simon Wu
      • Jonathan Wu
      • Benny Huang
    • Services
      • Financial Advisory
        • Our Investment Philosophy
        • Strategies For Building Wealth
        • Personal Risk Management
      • Accounting
        • Accounting And Tax Returns
        • Company And Trust Formation
        • Self-managed Super Fund (SMSF)
        • Tax Advice
      • Credit Advisory
        • Home Loans
        • Investment Property Loans
        • Commercial Loans
        • Equipment and Motor Vehicle Finance Loans
      • Estate Planning
        • Wills
        • POAs, Enduring Guardianship and AHDS
        • Testamentary Trusts
    • Insights
    • SWU Online Invest
    • Contact
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