AGS Financial Group

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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.

Your Super Fund's Free Advice: What It Covers and What It Doesn'tMost large super funds give members advice at no extra ...
07/10/2026

Your Super Fund's Free Advice: What It Covers and What It Doesn't

Most large super funds give members advice at no extra cost, and a lot of it is very good. It's also bounded, for reasons that have nothing to do with quality. Here's where the line sits, how to tell which side of it your question falls on, and what the proposed advice reforms would change.

https://agsfinancialgroup.com.au/news/super-fund-free-advice-what-it-covers

Super health check: the 6 things worth reviewing every yearMost people set their super up once and never look at it agai...
05/10/2026

Super health check: the 6 things worth reviewing every year

Most people set their super up once and never look at it again. A short annual review of fees, insurance, investment option and consolidation can be worth tens of thousands of dollars by retirement.

https://agsfinancialgroup.com.au/news/superannuation-health-check

Aged Care Financial Advice: Fees, the Family Home and What Changed in 2025Aged care fees now run on two different system...
25/09/2026

Aged Care Financial Advice: Fees, the Family Home and What Changed in 2025

Aged care fees now run on two different systems depending on entry date. Here's what the basic daily fee, hotelling contribution and non-clinical care contribution cost, how the family home is assessed, and when to get advice before signing a resident agreement.

https://agsfinancialgroup.com.au/news/aged-care-financial-advice-guide

SMSF annual compliance checklist for 2026–27: what trustees must complete before 30 JuneEvery self-managed super fund mu...
23/09/2026

SMSF annual compliance checklist for 2026–27: what trustees must complete before 30 June

Every self-managed super fund must meet a set of annual compliance obligations by 30 June. Missing a deadline doesn't just mean a penalty. It can put your fund's complying status at risk. Here's everything on the list for 2026–27.

https://agsfinancialgroup.com.au/news/smsf-compliance-checklist-2026-27

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

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