What are the opening hours?

Monday 8:30am - 7pm Tuesday 8:30am - 7pm Wednesday 8:30am - 7pm Thursday 8:30am - 7pm Friday 8:30am - 7pm

AGS Financial Group

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Australia
North Sydney, NSW
AGS Financial Group

Financial planning, accounting, SMSF and mortgage broking under one roof. Free initial chat: agsfinancialgroup.com.au

Your adviser, accountant and broker on the same team. 28+ years, $3.8B+ funds, 6 offices across Sydney, Melbourne and Brisbane.

09/09/2026

What the new AML/CTF rules mean for our clients

From 1 July 2026, accounting and professional services firms are regulated under Australia's AML/CTF laws. Here's what that covers, what it doesn't, and what may look a little different when we start a new piece of work for you.

https://agsfinancialgroup.com.au/news/aml-ctf-rules-what-they-mean-for-clients

07/09/2026

Business tax planning: do more with your money

Tax planning is a legal, year-round way to lower what your business owes and free up cash for growth. Here are the levers that matter, the deadlines that drive them, and how to build a plan across the whole financial year.

https://agsfinancialgroup.com.au/news/business-tax-planning-strategies

04/09/2026

Crypto tax in Australia: what you need to report

The ATO treats cryptocurrency as a CGT asset, not money. Every time you sell, swap or spend it, you trigger a tax event. Here's what's reportable, how the 50% discount works, and the records the ATO expects you to keep.

https://agsfinancialgroup.com.au/news/crypto-tax-australia

02/09/2026

Is $2 million enough to retire at 60 in Australia?

For most people retiring at 60, $2 million sits well above the comfortable benchmark. The real questions are how long it needs to last, how it's taxed, and whether the way it's drawn down protects it. Here's how the numbers work.

https://agsfinancialgroup.com.au/news/is-2-million-enough-to-retire-at-60-australia

31/08/2026

SMSF tax planning: strategies for trustees in 2026-27

An SMSF is one of the most tax-effective structures in the system. Getting that benefit depends on how the fund is run. Here are the levers that matter in 2026-27: contribution timing, the CGT discount, franking credits and the pension phase.

https://agsfinancialgroup.com.au/news/smsf-tax-planning-strategies-2026-27

28/08/2026

What is TPD insurance? Total and permanent disability explained

TPD insurance pays a lump sum if illness or injury stops you working again. Whether it pays depends almost entirely on which definition your policy uses, and most people don't know which one they have.

https://agsfinancialgroup.com.au/news/tpd-insurance-explained

26/08/2026

Property and Borrowing Inside Super After the Budget

New residential LRBAs ended on 10 August 2026. Residential property inside super did not. Here's what an SMSF can still borrow for, what the grandfathering covers, and the routes trustees are using instead.

https://agsfinancialgroup.com.au/news/smsf-property-borrowing-after-budget

24/08/2026

How to Find and Consolidate Lost Super

Most Australians who have changed jobs a few times have super sitting somewhere they've forgotten. Finding it takes about ten minutes through myGov. Deciding whether to consolidate it takes a little more thought.

https://agsfinancialgroup.com.au/news/find-lost-super-australia

21/08/2026

Redundancy pay in Australia and how it's taxed

A genuine redundancy payment is partly tax free, and the tax-free slice grows with every completed year of service. Here's how the limit is calculated, how the balance is taxed, and what the payout means for super and the year's tax return.

https://agsfinancialgroup.com.au/news/redundancy-pay-australia-tax

19/08/2026

Defined benefit superannuation explained

A defined benefit fund pays a lump sum or a pension set by a formula (often a generous one), not by an account balance. These schemes are often confusing to members and inexperienced advisors, with variations in how the money is taxed, how much of it counts against the caps, what happens when you die, and which retirement decisions can never be undone.

https://agsfinancialgroup.com.au/news/defined-benefit-super-explained

Address

Level 8, Suite 3 8 West Street
North Sydney, NSW
2060

Opening Hours

Monday	8:30am - 7pm
Tuesday	8:30am - 7pm
Wednesday	8:30am - 7pm
Thursday	8:30am - 7pm
Friday	8:30am - 7pm

Telephone

+61299668188

Website

http://www.agsfinancialgroup.com.au/

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