Category: News

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 […]

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 […]

In our latest edition of Business News, the newsletter exclusively for AGS Business clients, we continue our detailed discussion of Employees v Contractors. In “Steps to Success” we touch on some key factors involved in growing a profitable and valuable business, then go on to a more detailed discussion of cashflow planning. Finally, we wrap […]

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. In “Placing trust in your […]

In our latest edition of Super News, the newsletter exclusively for AGS Corporate Superannuation clients, we discuss "Spring cleaning your Super". We then look at mortgage reviews, with some examples of the great savings to be had. Following an overview of the key super thresholds and limits, we finish with our regular quarterly investment update. […]

We are pleased to announce that the team at Optima Group have joined AGS as part of the retirement & succession plans of Principals Richard O’Brien and Greg Sokolnikoff.  Optima is a long standing Accounting, Planning and Finance business based at Baulkham Hills, and has a team of 7 continuing on to further a fine […]

With rates at historic lows, and many changes to lending policies between loan providers, now is a great time to review your mortgage requirements. Have you had your current loans in place for a while? Chances are, with all the interest rate and policy changes over the last couple of years, you’re no longer getting […]

Major sharemarkets experienced further declines over the course of last week (and today in Australia) over fears such as emerging economies (and their currencies), signs of weak global growth and the ongoing fall in commodity prices to name a few. But is this a sign of worse to come, or a temporary correction in the […]

In our latest edition of Wealth News, the newsletter exclusively for AGS Personal clients, we investigate why Self-Managed Super Funds have become the favourite choice for many Australians. We go on to ask the question "Are you really too young to think about Super?" and then look at diversification and the asset classes that make up your […]

In our latest edition of Super News, the newsletter exclusively for AGS Corporate Superannuation clients, we ask the question "Are you really too young to think about Super?" We then look at diversification, and the investments behind your super, then discuss the relative merits of holding insurance cover inside of super. Also in this edition, our […]

For several years now there has been speculation of an eventual “Grexit”, that is a Greek exit from the European Union. Following ongoing negotiations between Greece and the European Central Bank (ECB), the International Monetary Fund (IMF) and European Union (EU), the Greek parliament has scheduled a referendum to take place on Sunday the 5th […]

With the end of the financial year fast approaching, we’d like to remind you about some potential opportunities for super contributions. There are a number of strategies that may be of benefit in the lead up to 30 June: Co-contributions: Individuals who are working and have Assessable Income + Reportable Fringe Benefits & Reportable Employer […]

The following report (click here) summarises the Federal Budget released on 12th May 2015 by Treasurer Joe Hockey. There were a variety of measures, across superannuation, taxation, small business and social security which may affect you. As always please contact us for any advice or assistance

In our inaugural edition of Business News, the newsletter exclusively for AGS Business clients, we look at the question of whether your contractors are really contractors, especially in the ATO’s eyes. We then look at the issue of business budgeting – for revenue, expenses and profit, as well as discuss the question "When can you afford […]

In our latest edition of Wealth News, the newsletter exclusively for AGS Personal clients, we look at "What is Financial Advice?". In "Interest Rates 101" we provide a step by step explanation of what has been affecting interest rates, and finally, we answer the question "When can you afford to retire?"  Also in this edition, the regular […]