News
Concerned about Retirement? You’re not alone
Plan a secure retirement with expert insights on superannuation needs, strategies, and the steps to reach your goals.
Super - How am I tracking?
Find out if your super is on track. Explore comfortable retirement income targets, calculate your needs, and get expert guidance from AGS Financial Group.
How to plan for the longest “holiday” of your life
Plan your retirement with AGS Financial Group. Get expert retirement financial advice to secure your future and enjoy your life after work stress-free
Frequently asked questions about super
Get answers to common superannuation questions, from contributions to tax and withdrawals. Learn how to maximise your super with expert advice from AGS Financial Group.
Five reasons to refinance your home loan asap
Many people treat their home loan as a set-and-forget. They may be doing themselves a disservice, as there are several ways in which borrowers can benefit from refinancing their mortgage.
What to look for in a super fund
Learn what to look for in a super fund, from investments to fees, performance, and insurance. Compare industry funds, retail mastertrusts, personal wraps and SMSFs
Mortgage Busting Strategies
Discover smart mortgage busting strategies to reduce debt faster. Learn how to optimise repayments, refinance, and use offset accounts for financial success.
New legislation affecting insurance in super
Recently, the Federal Government introduced the Protecting Your Super package, designed to ensure that members are not paying for insurance cover that they do not know about, or premiums that inappropriately diminish their retirement savings.
Maximising the Benefits of Employee Share Schemes: Strategies for Financial Growth
Employee Share Schemes (ESS) are a valuable way for employees to share in the ownership of the company they work for, offering potential financial benefits beyond their regular salary. While owning shares in your employer can provide long-term growth, it’s crucial to develop strategies that maximise the financial opportunities available through your ESS.
Managing CGT in a Self-Managed Super Fund
Learn how to manage and minimise Capital Gains Tax (CGT) in an SMSF. Discover tax benefits, CGT discounts, and strategies to reduce or eliminate CGT legally.
What happens to my super when I die?
Learn how superannuation is taxed on death, and how a recontribution strategy can reduce taxes on your super death benefit.
AFR Smart Investor Magazine Top 50 Ranking awarded to Alex Berlee
AGS Director Alex Berlee received a top 50 ranking in AFR Smart Investor magazine's Masterclass for Financial Planning
Wake-up call for underinsured Australians
Many Aussies take a "She'll be right, mate" approach to insurance, read the recent report conducted by Rice Warner Actuaries about the importance of having Insurance cover.