Meet the TAG Team – Wendy Waack

Wendy Waack is our newest Partner and in this article Wendy outlines her career journey – and like many females, it is not straight forward. I served my accounting apprenticeship at KPMG, which was fantastic. I literally had one foot on a plane for an overseas secondment (having just topped my KPMG year for the…

Read more…

ALP Tax Policy Proposals

In this video, Michelle Griffiths provides a summary of the ALP’s tax policy proposals and what affect they may have.   Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154…

Read more…

TAG Tips – Federal Budget, what you need to know

Treasurer, Josh Frydenberg, delivered the Federal Budget on 2 April 2019. We have summarised the Federal Budget essentials for our clients including individuals and small business owners. Personal Income Tax Low and Middle Income Tax Offset and Low Income Tax Offset (LMITO) The Government has announced its intention to increase the maximum amount of the…

Read more…

TAG Wealth Tips – Credit Cards, Taming the Beast

In this short video, Michelle Griffiths gives you some strategies to keep your credit card under control. Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632),…

Read more…

TAG Super Tips – Productivity Commission Releases Key Recommendations

  The Productivity Commission has released its final report assessing the efficiency and effectiveness of Australia’s superannuation system. The key recommendations regarding the SMSF sector are: Minimum Balance for Self Managed Superannuation Funds (SMSF) The Productivity Commission’s recommendation: A minimum balance is too blunt an instrument, but advisers should be prepared to justify to ASIC…

Read more…

The Block – Is this opportunity right for you?

We recently had the privilege of receiving a personalised walk-through of The Block’s Gatwick apartments by Greville Pabst, CEO of WBP Group and Buyers Advocate. The 5 apartments are to be auctioned on Saturday 27th October and a summary of each apartment may be found at https://www.domain.com.au/the-block/ If you are interested in exploring the opportunity…

Read more…