
Wills and powers of attorney
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
Hospital admissions can be distressing for individuals and costly for healthcare systems. Many of these admissions, particularly for older adults and those with chronic conditions,
Overview You can access your super early in very limited circumstances, including to pay certain expenses on compassionate grounds, as well as terminal illness, incapacity
Periods of high volatility have forever been part of investing. But even seasoned investors might feel tempted to retreat to “safe” assets like cash during
Small changes in performance or fees can make a big difference in retirement. How often do you check in with your super? For younger Australians,
How much tax you pay on retirement income depends on your age and the type of income stream. For most people, an income stream from
Investors with large cash holdings should keep an eye on falling deposit rates. Most of us have heard the saying, cash is king. It relates
More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many people. But, for a growing
Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute your assets, and help you
As investors grapple with uncertainty, keeping a cool head has never been more important. “Time in the market, not timing the market” is a popular
Key points: There are many benefits to moving into independent living You have many different types of retirement villages to choose from Retirement villages provide
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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.