Wanting to start a Self Managed Superannuation Fund? Read our article on requirements and benefits of starting a SMSF.
How much do I need to Set up a Self Managed Super Fund?
Financial Implications of your Downsizing Journey
Dealing with financial decisions can be overwhelming. Our advisors clear the confusion and work with you to ensure your financial goals are achieved.
How to Build your Retirement Dream
What does retirement mean to you? Click here to view our info videos on how to achieve your retirement ream.
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.
BGL REGTECH 2019 – Free Event
TAG Financial is proud to partner with BGL Corporate Solutions for their biggest event of the year – BGL REGTECH 2019! Now in its 3rd year, BGL REGTECH has made its mark on the accounting and financial services industry with its balance of technical, motivational and entertaining content. Register now for this free event Event agenda…
SMSF Adviser Live: Key Strategies and changes for SMSFs this EOFY
Recently, Brenda was involved in the SMSF Adviser webcast alongside a panel of experts; Aaron Dunn from Smarter SMSF, Anthony Fernandez from BGL and moderated by Momentum Media’s Katarina Taurian. Click here to watch the webcast and gain valuable information surrounding the changes in Self Managed Super Funds and what it means for you and…
How much Insurance is enough?
Like it or hate it, insurances are a necessary part of life. Just as people insure their material possessions, there is nothing more valuable than life itself and the income needed to live life.
Be the best SMSF Trustee – and benefit your retirement
Read our latest article on how a Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement.
10 Investment Principles for Success
Our 10 investment principles are based on years of experience and successful implementation which we use for ourselves and with our clients.
Webinar Available: Superannuation – the post election landscape
In this 30-minute webinar our Super Specialist, Brenda Hutchinson provides a Federal Budget overview and discusses how you can make the most of the new Super changes for both your clients and for you. More Information: If you would like more information, please don’t hesitate to contact Brenda Hutchinson. To receive more updates on Super and more,…
Single Touch Payroll (STP) – Action Needed
For small employers, with 19 or less employees, need to report through STP from 1 July 2019. Large employers, with 20 or more employees should now be reporting through STP.
Cancellation of Insurance in Super
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.