When thinking about estate planning for you and your family, there are many issues you should take into consideration. This checklist will give you a better understanding of why you should get your estate plan taken care of – now.
Maximise your super: 4 key strategies
When it comes to managing your money, one smart move stands out: making the most of your superannuation.
Welcome to TAG House – New Office Now Open!
We are excited to announce that we will be fully operational and open to clients in our new building at 17 Station Street, Malvern from Monday 7 August.
Vendors reduce asking prices as property listings rise
In good news for buyers, there’s been an increase in the number of properties listed for sale, as well as an increase in the total number of properties on the market. SQM Research has reported that the number of new listings (i.e. those less than 30 days’ old) in June was 1.6% higher than the…
Embracing Retirement: 2 essential components for a smooth transition
As you embark on the journey from a vibrant and active work life to a stage where work may no longer occupy much, if any, of your time, it becomes important to re-evaluate your priorities and aspirations.
Prepare your business for success – begin tax planning today
Some of the most important tax planning can be performed at any time of the year. Learn more about how you can become more efficient with your tax planning,
Retirement and property investment – not always the perfect match!
Thinking about investing in property in retirement? When you start to consider retirement, it’s critical that you re-assess your property investment strategy.
Join us at BGL REGTECH 2023!
TAG Financial Services is proudly supporting BGL REGTECH 2023 as the Silver Partner, and we would love you to join us at this remarkable event!
Tax Return Tips
If you earned income between 1 July 2022 and 30 June 2023, you have until 31 October to lodge your tax return. Here are our top tax return tips.
What you should know about the ‘fixed-rate cliff’
Australia’s mortgage market is experiencing a significant shift, with many homeowners coming off two-year and three-year fixed-rate loans onto much higher variable rates today.
Borrowing in Super interest rate hike
The Reserve Bank of Australia Indicator Lending Rates were updated last week and will impact SMSFs who have borrowed monies from related parties. Our super expert Emma Partenza delves more into this topic in this blog.
Interest rate hike for related party LRBA loans
The Reserve Bank of Australia Indicator Lending Rates were updated last week and will impact SMSFs who have borrowed monies from related parties. Our super expert Emma Partenza delves more into this topic in this blog.