Latest News

Prepay your private health cover before 30 June to save

With private health insurance rebates becoming means tested from 1 July 2012, for some clients it may make sense to pre-pay, and enjoy a better rebate in the current financial year. A common end-of-financial-year tax strategy is to pre-pay tax deductible or rebateable expenses (such as interest on investment loans, income protection premiums, or other […]

Superannuation Thresholds and Tax Rates 2012/2013

Each year a number of superannuation thresholds are changed to reflect the movements in full time Average Weekly Ordinary Time Earnings (AWOTE). Information regarding the rates and thresholds applicable for the 2012/2013 financial year can be found here.

2012 Federal Budget

The following report summarises the Federal Budget released on 8th May 2012 by Treasurer Wayne Swan. With the budget forecasting a return to surplus for the first time since 2007, and some significant measures both expected and unexpected, it is imperative for you to know about the changes regarding superannuation and taxation and how this will affect you. […]

Busting the myths about financial advice

The following article provided by AMP Life Limited based on an ASIC report in December 2010, is a must read if you are looking for professional financial advice.

AGS Facebook Giveaway!!!!!!!!!

Take advantage of this excellent offer! Until the end of April 2012, if you "like" the AGS facebook page, we will provide you with a complimentary evaluation report for your property through Australian Property Monitors.To redeem this fantastic offer, simply send us a message on facebook, email us at info@agsfinancialgroup.com.au or call the office on 02 […]

AFR Smart Investor Magazine Top 50 Ranking awarded to Alex Berlee

This month AGS Director Alex Berlee received a top 50 ranking in AFR Smart Investor magazine's "Masterclass for Financial Planning 2012" !!! That's the fifth time now for Alex, having also made the grade for 2007, 2009 (along with David Pritchard from our office that year), 2010 and 2011. The Masterclass for Financial Planning is basically a technical knowledge […]

Building a better retirement

A sound retirement is all about planning ahead… The following article issued by AMP Life Limited ABN 84 079 300 379 gives a fantastic insight into the importance of planning for retirement and explains the relevance of a transition to retirement pension.

Wake-up call for underinsured Australians

Many Aussies take a "She'll be right, mate" approach to insurance, at their peril.The following article issued by AMP Life Limited ABN 84 079 300 379 investigates the recent report conducted by Rice Warner Actuaries about the importance of having Income Protection and Total Permanent Disability Insurance cover.

Superannuation Thresholds and Tax Rates 2011/2012

Each year a number of superannuation thresholds are changed to reflect movements in full-time Average Weekly Ordinary Time Earnings (AWOTE).The following are several useful rates and thresholds applicable for the 2011/12 financial year.

Are shares really for the long haul?

Platinum's CIO and portfolio manager of the Platinum International Fund, Kerr Neilson, explores how in a time of economic uncertainty, investors need to focus on the long term and go back to basics.  Click here to read the full article. AMP Capital Investors make no representation or warranty as to the accuracy or completeness of any […]

Mini Budget 2011 Changes to Superannuation and Taxation

On 29th November the Government released changes to superannuation and taxation brackets. Here is a summary of some relevant items relating to super, taxation and other measures.