Wealth & Health – Edition 3, 2016

Welcome to the latest edition of ‘Wealth & Health’ for 2016.

When was the last time you or your parents updated their Will? Did you know that failure to update a Will prior to appointing an Enduring Power of Attorney can have a devastating impact should you or your elderly parent become legally incapable of doing so. How will your legacy be passed on?

 As SMSF specialists, we understand that a SMSF is not a suitable strategy for everyone. Unfortunately some people find this out too late, when they already have an SMSF in place and it is not providing them with the benefits they had hoped for. Our Q&A article addresses a particular case when this has occurred and the options available.

Have you thought about how you would like your children or grandchildren educated? More importantly, have you thought about what this might cost and how it will be paid for? Our articles look at indicative costs for various educational choices and prompts you to plan ahead.

With interest rates at historical lows, borrowing money for investment, purchases, holidays etc. has never been more attractive. It is however imperative that you understand your credit exposure, the risk should rates increase and the potential impact on your credit rating.

For more information on any of the articles featured, please contact the office or your WealthPartners Adviser.

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