How to Build your Retirement Dream

What do you want your future to look like? Whether you want to start that hobby you have always wanted to start, travel the world, or just simply spend more time with your family, understanding the best ways to invest and how is essential so that you can secure the future you want. In this…

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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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10 Investment Principles for Success

At TAG, we don’t believe in get rich quick schemes and we don’t have magical investment formulas. Our 10 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients. 1. Have a plan and set some goals 2. Establish your timeframe 3. Determine your tolerance to risk 4. Focus…

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Single Touch Payroll (STP) – Action Needed

#TAGBetterBusiness Single Touch Payroll (STP) is a new regulation that changes how businesses report tax and super information to the Australian Tax Office (ATO). Previously, businesses could report this information once a year but now need to report each time they run their payroll. Software providers (like MYOB or Xero) can tell you about the…

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Cancellation of Insurance in Super

#SuperTips There are new rules around insurance in Superannuation Funds. From 1 July 2019, Superannuation Funds will cancel insurance on accounts that have not received contributions for at least 16 months. Your Fund will contact you if the insurance is about to end and ask whether you would like to continue. Before cancelling your insurance,…

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Woolworths Group Limited Buy-Back 2019

On April 1, Woolworths Group (WOW) announced it was undertaking a $1.7 billion off-market buyback that would complete by Friday May 24 2019. Offers to participate are open from Tuesday April 16 2019, until Friday May 24 2019. If you own WOW shares you should have recently received in the mail an offer to participate…

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