
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful?
Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from rising interest rates to the weekly grocery shop contributing
If you have more than one loan, it may sound like a good idea to roll them into one consolidated loan. Debt consolidation (or refinancing)
Different loan repayment types When you apply for a home or investment property loan, you may have the option of one of these repayment types:
The rules around making some types of super contributions have been relaxed in recent years, so it’s worth exploring the different opportunities available to you
Tax breaks are always good news, but for house hunters they can have an added bonus. Not only do tax cuts mean potential buyers have
As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know
Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill
Teaching kids about money The truth is, adulthood is rife with financial challenges. The more prepared your children are, the better. From budgeting and saving,
The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are
What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,
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This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.