ATO Crack Down on Car Expenses

The ATO recently announced that work-related car expenses are one of their key focuses. We have recently seen clients receive this scrutiny and think it’s a timely reminder to ensure your record keeping for car expenses is up to scratch as any issues may lead to a review by the ATO. Recent Case – ATO…

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Why Having a Will is Not Enough

If you have a Will in place you may not think you need an Estate Plan. After all, it spells out the “who gets what” instructions regarding your estate, right? “Successful retirement and estate planning can be complex. There are many legal, financial and tax implications that will not just take care of themselves.” –…

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8 Investment Principles for Success

At TAG, we don’t believe in get rich quick schemes and we don’t have magical investment formulas. What we offer is quality advice and support to reach your financial goals. “Our 8 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients.” Leigh Jobling, Partner,…

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Helping You Find the Right Loan

Interest rates are at historical lows, lenders are fiercely competitive, and our customers are winning! Finding a loan is a big financial decision which can have a profound impact on your financial situation. People often focus on obtaining the loan and miss the opportunity to negotiate the right loan and the chance to ensure they…

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New Financial Year – New Financial You

What does your financial future look like? As we begin a new financial year, now is the time to ask yourself what you want and how you can get it. In this video, Michelle Griffiths talks about the importance of securing your financial future, discusses how we can assist you in answering your burning questions…

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How much Insurance is enough?

Like it or hate it, insurances are a necessary part of life. Given the risks involved when owning a house, driving a car, playing sport or running a business, insurance is the mechanism for protecting your financial interests against loss or damage. Just as people insure their material possessions, there is nothing more valuable than…

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