Australia’s median property price has now increased for seven consecutive months, after rising another 0.7% in August, according to Cotality. Three main factors have been driving this price growth, Cotality said: The three interest rate cuts in 2025 have increased buyers’ borrowing capacity Wages have been rising faster than inflation, further increasing borrowing capacity Demand…
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How Important Is Succession Planning in an Organisation?
What happens when a key leader retires or an unexpected absence occurs in an organisation? That’s where succession planning comes in. Explore why succession planning matters and how TAG can future-proof your business. Prepare your organisation and your people to thrive into the future.
Why an Australian Super Team Makes All the Difference
Superannuation is too important to be treated as an afterthought. With trillions of dollars in retirement savings at stake, the way SMSFs are administered and advised can mean the difference between compliance and confidence.
TAG Announces Strategic Joint Venture with Shaun Frost to Launch TAG Personal Insurance
TAG Financial Services is proud to announce the formation of a new joint venture with respected insurance professional Shaun Frost, establishing TAG Personal Insurance – a dedicated entity focused on delivering tailored personal insurance solutions. This strategic partnership combines TAG’s trusted brand and extensive client network with Shaun Frost’s deep expertise and proven track record…
Is Buying Property in a Trust a Good Idea? The Pros and Cons of a Family Trust for Property Investing
For many Australians, property is one of the biggest steps in building long-term wealth. Along the way, you may have heard people talk about using a family trust to hold an investment property. Trusts are often linked to ideas of asset protection, tax benefits, and smoother estate planning. But are they the right choice for…
Is an SMSF Right for You?
Your superannuation is one of the biggest investments you’ll ever make. Yet for many people, it quietly grows in the background, without much thought or control. A Self-Managed Super Fund (SMSF) offers a way to change that – giving you the power to take charge of your retirement savings and shape them around your goals….
Investor Borrowing Jumps in Latest Figures
Property investor activity is close to eight-year highs, the latest data from the Australian Bureau of Statistics has confirmed. Investors took out 37.7% of all new home loans in the June quarter, well above the five-year average of 32.7%. PropTrack senior economist Angus Moore said the number of new loans going to investors had increased…
How Can a Business Valuation Help My Business?
Whether you’re planning for growth, considering a sale, or simply wanting a clearer picture of your financial position, a business valuation can be one of the most powerful tools at your disposal. Yet many business owners only think about valuations when they’re about to exit. But in reality, knowing what your business is worth today…
June Quarter – Quarterly Economic and Market Update
As the global economy continues to navigate a complex web of challenges and opportunities, emerging markets remain at the forefront of economic transformation. In this quarterly review, we analyse the key events and trends that shaped the past three months – from shifting policy landscapes to market performance highlights. We also look ahead at what’s…
Rental Growth Continues – Here’s What That Means For Renters and Investors
The latest rental data shows different financial trends for renters and property investors, with opportunities emerging on both sides. After rising steadily since 2021, rents climbed another 4.2% over the year to June 12, according to SQM Research, contributing to ever-higher living costs for tenants. Conversely, property investors are benefiting from higher incomes and potentially…
New LRBA Interest Rate for 2025-26: What It Means for You
From 1 July 2025, the benchmark interest rate for Limited Recourse Borrowing Arrangements (LRBAs) will decrease slightly to 8.95% for the 2025-26 financial year. This marks the first reduction in several years and reflects a modest easing in broader market rates. At TAG, we’ve already started contacting clients with updated loan repayment schedules to reflect…
Is Withdrawing from Super Now the Right Move? Maybe Not.
With proposed changes on the horizon, including an extra tax on large super balances (Division 296), many Australians are feeling the pressure to act fast. Some are even pulling money out of super to avoid future tax. But is that the best move? In many cases, rushing could do more harm than good. What’s Changing?…