Practical calculators, checklists and planning tools to help you think more clearly about retirement, business exits, super, tax, family wealth and cross-border issues. These tools are designed to give you a useful starting point before personal advice.
Whether you’re a few years out from retirement or just trying to make better decisions now, these tools can help you test your strategy and understand how super rules may affect the outcome.
If a big chunk of your wealth is tied up in your business, these tools can help you think through fairness, tax, protection, and what life looks like after an eventual exit.
These tools are designed to help you think through how wealth may be shared, structured, or passed on across generations.
Cross-border planning can get complicated quickly. This tool is a useful starting point for expats dealing with UK and Australian assets or tax issues.
Planning retirement? Start with the Retirement Simulation.
Selling or stepping back from a business? Start with the Exit Fairness Checklist.
Dealing with a TPD issue? Start with the TPD – Superannuation Withdrawal Calculator.
Living between the UK and Australia? Start with the UK AUS Expat Property Sale Checklist.
Used one of the tools and want to talk through your next step?
AMGENT Wealth Management based in Ivanhoe and Collingwood, Melbourne. And we work with business owners, professionals, UK expats and families across the country. people like you, who want clear, tailored advice around retirement, protection, tax-aware planning and long-term wealth decisions.
The information on this website, including calculators, checklists and articles, is provided for general information purposes only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek personal advice where required