News
The value of Advice
Discover the value of financial planning advice. Research shows professional guidance boosts confidence, clarity and results. Contact AGS to get started.
The 4 phases of retirement
Discover the 4 phases of retirement and how to prepare beyond finances. Plan for a fulfilling retirement with AGS Financial Group’s expert guidance.
Should you downsize to upsize your retirement
Learn how downsizing your home and using the Downsizer contribution can boost super and retirement planning. Expert advice from AGS Financial Group.
This article looks at the current behaviours of Older Australians with respect to downsizing the family home, as well as factors that should be consider when weighing up the decision of whether or not to downsize.
AGS welcomes Across the Board Taxation and Accounting
AGS Financial Group is pleased to welcome experienced Sydney-based accounting firm Across the Board to the AGS family.
The art of delegation
Effective delegation frees up time and boosts productivity by allowing others to take on tasks. Assessing the right person, providing clear instructions and setting timeframes results in enhanced team skills, better outcomes and higher productivity.
The right to work from home: the potential impact for your employees and business
Proposed legislation from the Victorian Labor Government could offer your employees the right to work from home 2 days per week. We’ve outlined how to make the most of WFH.
Important tax dates Q2 - FY 2026
Stay up to date with key tax lodgement dates and obligations for Q2FY 2026.
Latest RBA Interest Rate Announcement and History
View our full summary and access the RBA statement.
Quarterly economic update: April - June2025
The past financial year has been another eventful period for investment markets, shaped by geopolitical tensions, shifting economic policies, and evolving market dynamics. Despite many headwinds, diversified investors enjoyed another strong year of returns. Discover what’s shaping investment markets and what it means for you.
Retirement Planning: Life Beyond the Financials
Retirement planning isn’t just financial. Discover how to prepare emotionally, socially, and mentally for a fulfilling life after work.
Life Insurance That Rewards Healthy Living
Discover life insurance with real benefits. Learn how AIA Vitality and Zurich LiveWell reward healthy habits with discounts, perks, and peace of mind.
Job Change After 60? Unlock a Powerful Retirement Strategy
Changed jobs after 60? Discover how to enhance your retirement planning with tax-free pension strategies. Learn more with AGS Financial Group.
Bringing your cashflow processes into the digital age
When economic times are tough, it helps to be in control of your cashflow. We explain how to improve your cashflow – and how this helps you run your business through tough times.
Reducing the uncertainty: Embracing the new reality
The world is changing and it’s a challenging time to be a mature business. But we’ve got a three-point strategy that will help you optimise your business and embrace the new reality.
Important tax dates Q1 - FY 2026
Stay up to date with key tax lodgement dates and obligations for Q1FY 2026.
Preparing for 30 June - Super Reminder 2025
With the end of the financial year fast approaching, we’d like to remind you about some potential opportunities for super contributions.
Upcoming Xero price changes
From July 1, 2025, the price of Xero Grow, Comprehensive and Ultimate plans will increase in Australia.
Superannuation and tax thresholds 2025/26
Discover the new 2025/26 super thresholds, including changes to Super Guarantee, contribution limits, and Preservation Age. Contact AGS Financial Group for advice.
Quarterly economic update: January - March 2025
Wondering how the economy and financial markets fared last quarter? Following the return of Donald Trump to the US Presidency and the rollout of his tariff agenda, our latest update covers the key trends you need to know. Discover what’s shaping investment markets and what it means for you.
ATO Campaigns
In recent months the ATO has been sending communication letters directly to clients bypassing us as tax agents. This is part of the ATO’s new letter Campaign.