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Author: TAG Financial Services

Posted on May 15, 2019December 9, 2020

Tax Planning for Individuals and Businesses

As the end of financial year approaches, it is important that you take the time to focus on tax planning and tax issues that affect you before 30 June 2019 arrives.

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Posted on May 1, 2019December 9, 2020

Estate Planning – Do You Need an Estate Plan?

Most people believe Estate Planning is for the wealthy. But the issues don’t discriminate, and the concerns are often the same for everyone.

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Posted on April 15, 2019March 16, 2021

Meet the TAG Team – Wendy Waack

Wendy Waack is our newest Partner and in this article Wendy outlines her career journey – and like many females, it is not straight forward.

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Posted on April 10, 2019February 19, 2020

The Federal Budget & ALP Proposals

Treasurer, Josh Frydenberg, delivered the Federal Budget on 2 April 2019. Below is our summary of the Federal Budget superannuation essentials as well as the ALP policy proposals.

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Posted on April 3, 2019December 9, 2020

TAG Tips – Federal Budget, what you need to know

Treasurer, Josh Frydenberg, delivered the Federal Budget on 2 April 2019. We have summarised the Federal Budget essentials for our clients including individuals and small business owners.

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Posted on March 1, 2019December 9, 2020

TAG Wealth Tips – Credit Cards, Taming the Beast

Michelle Griffiths provides some strategies to keep your credit card under control.

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Posted on February 15, 2019December 9, 2020

TAG Super Tips – Removal of Franking Credit Refunds

In the lead up to the Federal Election one item that has sent a shiver of fear through SMSF Trustees is the proposed removal of franking credit refunds. 

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Posted on February 14, 2019February 19, 2020

Removal of Franking Credit Refunds – Driving Fear into the Heart of Trustees

In the lead up to the Federal Election one item that has sent a shiver of fear through SMSF Trustees is the proposed removal of franking credit refunds. 

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Posted on January 31, 2019December 9, 2020

TAG Better Business – The Importance of Cash Flow

In this short 3 minute video, Tony Rule explains the importance of cash flow management for business.

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Posted on January 31, 2019December 9, 2020

TAG Wealth Tips – Royal Commission | New Advisers

Kenneth Hayne is due to release his findings and recommendations about the banks and financial services industry in early February.

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Posted on January 11, 2019December 9, 2020

TAG Wealth Tips – Set Your Money Goals for 2019

ASIC has written an excellent article that outlines 5 tips to achieve your money goals (and includes some handy tools/calculators).

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Posted on November 26, 2018February 19, 2020

Trustee Responsibility

When a Trustee is not solely responsible, how does it impact Accountants and Auditors?

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