Whether you are 25 or 65, understanding the rules and choosing the right investment strategy within your super will influence how much money you’ll have in your retirement years.
TAG Video – Super Investment Strategy
To fix or not to fix?
With some lenders having already raised interest rates and speculation others will follow…..is now the time to fix your home loan?
Do you Really Need $1m to Start a SMSF?
There has been a lot of talk driven largely by the uncovering’s of the Royal Commission as well as the Productivity Commission findings, surrounding the appropriateness of SMSFs.
TAG Super Seminar – hear what our attendees said….
Listen to some of the fantastic reviews from this year’s TAG Super Seminar.
Bank of Mum and Dad – a planned approach
Michelle Griffiths, has spoken to many parents who want to assist their children buying their first house and in this article outlines the key elements that will make this a success.
Our Top 5 Financial Resolutions
Start the new Financial year with our top five resolutions to boost your financial success.
Do More Members in a Fund Mean More Opportunities?
The Federal Government, on 27 April and again on Budget night, announced a proposed increase to the maximum number of members permitted in an SMSF and small APRA fund.
Federal Budget
Treasurer, Scott Morrison, delivered his third Federal Budget on 8 May 2018 and the third budget of the Turnbull government, which is the best budget for super for years.
Effective Use of Reserves
The ATO recently outlined their concerns in the SMSF Regulator’s Bulletin SMSFRB 2018/1, with respect of the use of reserves by Self-Managed Superannuation Funds.
Death of a Partner: A Guide for Families
Together with the Council of the Ageing (COTA) Victoria, one of TAG’s clients was involved with writing a guide for Families on the Death of a Partner.
Banking Royal Commission – it’s disappointing!
What is being brought to light by the Banking Royal Commission is disturbing, but for us in the industry it’s not surprising that some of the big institutions have not always acted in their clients’ best interest.
Investing – what’s stopping you?
What stops people from investing? Michelle Griffiths, has spoken to 1,000s of people over the years and has heard all sorts of different reasons why they don’t invest.