As advisers, you know estate planning is essential. Yet, managing its details while juggling clients can be overwhelming. This blog covers wills, superannuation, and estate planning, equipping you with key insights to protect your clients’ legacies.
As a business owner, you understand that running a successful company involves more than just day-to-day operations. You’ve navigated market shifts, economic uncertainties, and leadership transitions—often juggling multiple challenges at once. But there’s one critical component of business success that can make all the difference when it comes to transitioning leadership: structuring. A well-defined business…
At TAG Financial Services, we take pride in fostering a supportive, open, and professional culture where every team member feels valued. That’s why celebrating milestones isn’t just a tradition – it’s an essential part of who we are. In this post, we’re excited to recognise three outstanding team member milestones, highlighting their contributions and the impact they’ve made.
Did you know that 80% of women change financial advisors within one year of their husband’s passing? That’s because financial advice has long been tailored to men—leaving many women unheard, uninformed, and unprepared. It’s time to change that.
In December last year, the Australian Government introduced changes to legacy pensions, giving retirees more control over their retirement savings. These changes impact various pensions, allowing pensioners to move to more flexible income options.
The Reserve Bank of Australia (RBA) reduced the official interest rate by 25 basis points to 4.10% following its latest monetary policy meeting.
In December, the Australian Government introduced major reforms to legacy pensions, allowing retirees to transition to more flexible retirement income options. These changes impact market-linked, lifetime, and life expectancy pensions, offering more control but also key financial considerations.
2025 is set to be a pivotal year for superannuation. Get the insights you need to navigate shifting legislation, optimise retirement strategies, and ensure compliance. Staying ahead of these changes is crucial for accountants advising clients.
The superannuation sector is celebrating strong 2024 returns, with balanced funds achieving a median return of 11.5%, and TAG Financial Services outperforming with over 13% in its balanced portfolios. In this article, TAG Director Michelle Griffiths emphasises the importance of holistic financial strategies, offering tailored solutions for clarity, security, and long-term confidence beyond mere investment returns.
2025 is a year of new beginnings and exciting possibilities. Managing Director of TAG Financial Services, Mark Templeton, looks back on the previous year, as well as reflecting on TAG’s growth, and looking ahead to our plans for 2025.
As another year draws to a close and we wind down into a well-deserved holiday period, we have been reflecting on the superannuation year that was – there were certainly a few big-ticket items causing quite the stir.
Earlier this week, new regulations introduced a five-year amnesty for commuting complying pensions, offering greater flexibility and planning opportunities for members and trustees.