End of Financial year checklist – 2017/18

The end of the financial year is upon us again.  We would like to highlight some issues worth considering as part of your end of financial year planning.

We have prepared a Checklist that will assist with your planning.

Please  CLICK HERE  to access the checklist.

How can we help?

If you require further information please feel free to contact us on 9480 6444.

General Advice Disclaimer

This information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.