Division 296 has moved rapidly from policy announcement to draft legislation, with TAG actively engaged through direct discussions with Treasury. This update outlines where those discussions landed and highlights the key risks and opportunities accountants should consider when advising clients.
Welcome to 2026. I hope 2025 was everything you planned it to be. I think 2026 will be an interesting year ahead. For all of us, we will be managing the perils of markets with potential rising interest rates. This will affect markets and something many of us have, the cost of home loans. I…
The $3 million super tax is changing and timing now matters more than ever. New rules mean your super balance at both the start and end of the financial year counts. Don’t wait until 2027, act before June 2026 to avoid unwanted tax hits.
The December 2025 updates to Division 296 bring key changes, including new rules for calculating taxable earnings, mandatory actuarial certification, and stricter methods for SMSFs. Accountants must act before July 2026 to reassess strategies like contributions and asset sales, as the new complexity will impact outcomes. Early planning and updated systems are essential.
Borrowers hoping for rate relief in the year ahead may need to temper expectations, with stubborn inflation casting doubt over when — or if — interest rate cuts will arrive. Read more about this and other hot topics in the latest Finance & Loans update.
With interest costs easing, refinancing surging and new buyer schemes expanding, the lending landscape is shifting fast. This month’s update breaks down what’s changing, and what it could mean for your budget, borrowing power and next property move.
TAG Shines at the 2025 IFPA Awards.
We’re proud to announce that TAG Financial Services has been recognised at the 2025 Australian Financial Industry Awards, hosted by the Institute of Financial Professionals Australia (IFPA). TAG took home two major honours. Australian Financial Practice of the Year and SMSF Practice of the Year, celebrating our excellence in client outcomes, professionalism, and innovation.
This quarter’s economic and market snapshot unpacks resilient growth, rising volatility, and what’s ahead for diversified portfolios.
Building a business is exciting, but the right structure makes it sustainable. Your business setup shapes everything from tax and liability to how you grow and eventually hand over the reins. With the right guidance and a solid foundation, you can protect your assets, avoid costly surprises, and set your business up for long-term success.
Dividing assets in a divorce is one of the most significant financial events in a client’s life, both emotionally and financially. As an accountant or advisor, your role is to help clients navigate the complexities of asset division, ensuring they make informed decisions that will impact their long-term financial security. This post highlights how you can support clients with understanding tax implications, financial modelling, and structuring asset splits.
When comparing home loans, you might focus on the headline interest rate, but that number alone doesn’t tell the full story. The comparison rate accounts for both the interest and most of the associated fees, giving you a clearer view of the overall cost.
Most business owners assume that their spouse, co-owners, or family will seamlessly take over when something happens to them. Even with the best intentions, failing to plan can leave businesses and families exposed. Let’s explore the key risks that accountants should be aware of.