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Planning for what happens to your estate on your passing can have a profound effect on how much goes to your desired beneficiaries, and how much is paid in tax. For your own peace of mind and to minimise stress, confusion and the payment of more tax than is necessary, addressing the distribution of your assets before you die is crucial.
Getting the right assets into the right hands at the right time is critical not only in terms of minimising the tax implications on your estate, but also to limit the hardship and distress among your family and loved ones.
AGS Financial Group are ideally placed to help you implement an effective Estate Plan. Our experienced team can work with you to identify your wishes, and coordinate the specialist advice and implementation required to achieve a comprehensive Estate Plan.
If you would like to find out how AGS Financial Group can provide estate planning services to you, contact AGS today and ask to speak to a Financial Planner.
Free Guide to Estate Planning
There's more to Estate Planning than just having an up to date will. The purpose of this guide is to give you a basic understanding of the many considerations that go into a comprehensive estate plan, and give you the confidence to seek specialist advice to address your family’s specific concerns.
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.