Wealth & Health – Edition 2, 2016

Welcome to the second edition of “Wealth & Health” for 2016.

Recently, the ATO has extended its deadline for review of certain Limited Recourse Borrowing Arrangements (LRBAs) for SMSFs. We have included full details on page two, which is a must read for any SMSF Trustees or Administrators.

Unfortunately, from time to time we all get sick. Sometimes we can become seriously ill and this can have a great impact on our family and finances, particularly if treatment costs are expensive. With this in mind, we have included an article regarding the importance of protecting yourself and your family and ensuring you have access to the best medical care.

The Novus Foundation is dedicated to raising money for projects supporting young people. We were proudly involved in their recent fundraising event which raised approximately $200,000. We have included an update on this event inside as well as an article about our experience as a business using the car rental company GoGet.

Finally, we are thrilled to introduce you to two new members of the WealthPartners Team, Damian Hearn, Financial Adviser & SMSF Specialist, and Nasos Vasileiou, Associate Financial Adviser.

 

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