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  [Read More]

December 2017 Update

In this Financial Services Update December 2017 we provide you with some important information on the Super changes & non super Investments as well as some important developments for you to be aware of in the 2018 financial year. Recently there has been a lot of interest in Virtual Currencies  [Read More]

Year End Checklist 2016/17

  The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. We have prepared a Year End Checklist that will  [Read More]

The Budget 2017 -What you need to know

This is a Guide to the recent Budget changes announced on the 9th May 2017. It is an important issue which we recommend you take the time to read so that you are aware of changes that might impact you. Please  CLICK HERE to access the Guide. How can we help? If you are concerned  [Read More]

Super Changes- What they mean for you

This Guide to the Super Changes February 2017 is an important issue which we recommend you take the time to read so that you are aware of changes to Super that might impact you. Please  CLICK HERE to access the Guide. How can we help? If you are concerned that the changes are going  [Read More]

Brexit Update June 2016

    Brexit: Hope or Glory The UK voted to exit the European Union (EU) on 23 June 2016 with 52% in favour of leaving. This is an unprecedented event, there is no verified or tested procedure to exit the EU, and so a period of uncertainty is expected with  [Read More]

Your Super & SMSF year- end checklist 2016

This Year -end Super & SMSF Checklist is an extremely important issue which we recommend you take the time to read so that you are aware of your obligations. Please CLICK HERE to access the checklist. We are committed to improving our services to you and also our back office procedures  [Read More]

2016 Federal Budget Update-What you need to know

  This year’s Federal Budget includes the most significant changes to Australia’s Superannuation system since 2007, plus tax initiatives to support low income earners and small business. For information on the 2016 Federal Budget please click here

Employer SuperStream Update April 2016

This publication provides detailed information on the changes coming into effect 1 July 2016 in relation to SuperStream requirements. It is important for Employers to ensure they meet their super obligations.   Please click here to access the full publication.

Pre Budget 2016 Super Alert

This publication provides information on the changes that may occur post budget night 3rd May 2016 and may assist with your year end planning. To access the publication please click here.    


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.