With the start of the new financial year, a number of superannuation reforms have come into effect. It's worth understanding these to ensure you're making the most of the opportunities available to you.
With the start of the new financial year, a number of superannuation reforms have come into effect. It's worth understanding these to ensure you're making the most of the opportunities available to you.
Planning on retiring at age 65 and downsizing your home? From 1 July 2018 you may be able to contribute up to $300,000 ($600,000 for a couple) from the proceeds of the sale of your home to your superannuation fund.
This incentive, known as the ‘downsizer contribution’, is part of a federal government program to improve housing affordability.
Tuesday night’s Federal Budget contained a variety of measures across superannuation, taxation, social security and aged care that will affect many of our clients and their financial plans.
It is important to be aware of exactly when and how you can access your super, and what you can do in the meantime to make sure it is working to your advantage.
The holidays are over and you’ve had a great time. The dreaded credit card statement has arrived and you wonder how you’re going to pay it off. Happy holiday memories suddenly disappear. Unfortunately there are no magic ways to wipe out debts - it just takes discipline.
“Don't sail out farther than you can row back.” This Danish saying is sound advice for anyone thinking of borrowing to buy a home, particularly now that interest rates are low and house prices are generally rising.
In our latest edition of Super News, we discuss how to protect your family and retirement nest egg. We break down and share the meaning behind different investment styles and how to better understand the options offered by your adviser.
The following report summarises the Federal Budget released on 9th of May 2017 by Treasurer Scott Morrison.
In our latest edition of Super News, the newsletter exclusively for AGS Corporate Clients, we discuss the upcoming super changes and their impact on Transition to Retirement strategies.
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