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Guide to Estate Planning 2019/20
Estate Planning - Peace of mind for you and your loved ones
Estate Planning is about ensuring that, in the event of your death, the right assets get into the right hands at the right time. While no-one likes to think about it, ignoring your estate plans can lead to significant distress, confusion and poor outcomes for
your family at the worst possible time. Click to access our Guide to Estate Planning.
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.
As always please contact us for any advice or assistance.
AGS have prepared checklists to assist you in gathering the required information for completion of your 2020 Income tax returns.
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.