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 assist with your planning. It is important that you are aware of the changes and we recommend you take the time to read this checklist.

Please  CLICK HERE  to access the Year-End checklist as at June 2017.

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.