Author: Alex Berlee

Market Impacts of War in Ukraine

The devastating and tragic invasion of Ukraine by Russian forces has brought and will continue to bring heartbreaking impacts to the lives of millions. Our thoughts are with those affected, and all of us here at AGS Financial Group hope for as peaceful and speedy a resolution as possible. You may be wondering about the […]

Important tax dates and obligations Feb-April 2022

Key tax & lodgement dates for the February – April 2022 21 February Lodge and pay January 2022 monthly business activity statement. 28 February Lodge tax return for: non-taxable large/medium entities as per the latest year lodged. new registrant large/medium entities Lodge and pay Self-managed superannuation fund annual return for new registrant SMSF’s. Lodge and […]

Small Business: Know your Numbers

Understanding your financial reports, or knowing your numbers, is critical to business success. It allows you to make better business decisions, measure the impact of those decisions, take corrective action where necessary and, ultimately, enjoy better results. By understanding your financial reports, you’ll: Know if your business is growing or shrinking Discover trends in your […]

Our five Small Business goal-setting tips for 2022

Effective goal setting will help you get the very best out of the year. Our 5 goal-setting tips will help small business owners reach new highs. Wouldn’t it be great to have your best year ever, this year? Whether you want to grow your business or take more time for yourself, these goal-setting tips can […]

Cryptocurrency – Fad or Future?

There’s been an ever-increasing amount of hype around Cryptocurrencies, with many people either curious, clueless or outright keen to cash in. Here we outline some of the basics, as well as put forward the cases for and against investing in this emerging asset class. What is a Cryptocurrency? Perhaps the best starting point is to […]

Quarterly economic update: October – December 2021

This latest quarterly update covers the latest surge of Covid-19, news on the hot property market, share market updates and discusses the upcoming UN Climate Change Conference. Coronavirus Victoria and New South Wales saw their economies roar back to life as they emerged from lockdown just in time for a new kid to arrive on […]

Five reasons to refinance your home loan asap

Many people treat their home loan as a set-and-forget, riding out whatever the original loan terms and prevailing interest rates dish up. They may be doing themselves a disservice, as there are several ways in which borrowers can benefit from refinancing their mortgage. With the Reserve Bank warning lending rules may need to change in […]

Invitation – Understanding the Super Basics

For most Australians, aside from the family home their largest asset is generally their Super. However, it’s often poorly understood, with many people either putting it off, or ignoring it because it’s too complicated. If you’re one of these people, or you’ve got an interest but would like to “brush up on the basics” please […]

Dollar Cost Averaging 101

Volatile financial markets can be scary, but for superannuation investors, a concept known as Dollar Cost Averaging can actually make volatility a good thing! It’s easier to show how this works, than explain it. Here’s an example of investing $250 a month for 12 months into a hypothetical managed fund. Month Unit price Units purchased […]