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?…
For many clients, the five to ten years leading up to retirement is a high-stakes window. It’s a period where the right strategies can significantly accelerate wealth, while the wrong ones can quietly erode it. As their accountant, you’re not just balancing books. You’re shaping financial futures. This phase isn’t just about saving more. It’s…
As we begin the 2025–26 financial year, several important tax changes have come into effect that could impact your business’s cashflow, investment decisions, and compliance obligations. At TAG Financial Services we specialise in helping business owners stay ahead across tax, superannuation, and financial planning. Below is a quick summary of three key changes now in…