In our latest edition of Business News, the newsletter exclusively for AGS Business clients, we outline our succession planning services for clients along with a checklist for those looking to ensure success.
Next, we discuss the new withholding tax regime for purchases of taxable Australian property. Finally, we wrap up with upcoming key lodgement dates.
The following report (click here) summarises the Federal Budget released on 3rd of May 2016 by Treasurer Scott Morrison.
There were a variety of measures, across superannuation, taxation, small business and retirement income which may affect you.
As uncomfortable as it can be to think about, no one lives forever. And because you've worked hard to earn your super money, you'll want to make sure that when the time comes, your remaining super goes to your loved ones.
In our latest edition of Business News, the newsletter exclusively for AGS Business clients, we look at how small business owners can make the most of the superannuation system, an area where many fall behind their employed peers.
Next up we look at how “Cloud Accounting” can be good for business, and what you need to know.
After an article on the importance of proper Estate Planning to protect your loved ones, we wrap up with a summary of key lodgement dates.
In our latest edition of Wealth News, the newsletter exclusively for AGS Personal clients, we discuss how to achieve the goal of saving $1 million. Next up, we look at “inflation-proofing” your retirement.
After an article on the importance of proper Estate Planning to protect your loved ones, we wrap up with our Quarterly Investment Update.
Please click here to read the latest edition of Wealth News.
In our latest edition of Wealth News, the newsletter exclusively for AGS Personal clients, we look at mortgage reviews, with some examples of the great savings to be had. Next up, we look at some tax time tips to help you get the best outcome with your 2015 tax return.
With the new year underway, it’s a great time to check the state of our finances, and plan to make the most of things in 2015. Read our New Year Financial Checklist in the latest edition of Wealth News, the newsletter exclusively for AGS Personal clients.
With interest rates down, we look at a strategy to reduce your mortgage fast AND build a portfolio, and look at the often overlooked question of “who gets your super”?
AGS Financial Group are pleased to launch our new, comprehensive Estate Planning service, in conjunction with The Legal Hub.
With the new year underway, it’s a great time to check the state of our finances, and plan to make the most of things in 2015. Read our New Year Financial Checklist in the latest edition of Super News, the newsletter exclusively for AGS Corporate Superannuation clients.
We discuss the various tools available to check your super online, and look at the often overlooked question of “who gets your super”?
This month AGS Director Alex Berlee received a top 50 ranking in AFR Smart Investor magazine's Masterclass for Financial Planning 2013!! That is the sixth time now for Alex, having also made the grade for 2007, 2009 (along with David Pritchard from our office that year), 2010, 2011, and 2012.
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.