In our latest edition of Wealth News, the newsletter exclusively for AGS Personal clients, we look at how to make the most of your personal tax return, and how to plan ahead for next year.
Next up, we have a SMSF update looking at why they are so popular and assessing the suitability of a SMSF for you and your family.
With upcoming changes to the Age Pension rules, it is important to stay in the loop and know how this can affect you. We include a simple breakdown of the changes and what this can mean for your pension payments in the new year. Finally, we wrap up with our Quarterly Investment Update.
Please click here to read the latest edition of Wealth News.
As always please contact us for any advice or assistance.
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Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706. Accounting, taxation, and business advisory services are provided by AGS Accounting Pty Ltd ABN 12 166 728 696. AGS Accounting Pty Ltd is a member of Chartered Accountants Australia & New Zealand. Liability limited by a scheme approved under Professional Standards Legislation.