Our goal at TAG Financial Services is to always to keep you informed and empowered, offering the latest financial tips, strategies, and updates to help you navigate your financial journey with confidence. Here are our top five standout blogs of 2024.
More Australians are turning to property investment, new analysis has revealed. CoreLogic’s head of research, Eliza Owen, found that the number of investors entering the market was exceeding the number exiting, by comparing home loans data with listings data.
As the global economy continues to navigate a complex web of challenges and opportunities, emerging markets remain at the forefront of economic transformation. In this quarterly review, we analyse the key events and trends that shaped the past three months – from shifting policy landscapes to market performance highlights.
The Victorian Government announced changes to probate fees that came into effect on 18 November 2024.
The re-election of Donald Trump as U.S. President last week has notable implications for the Australian economy, primarily due to his policies on trade, tax cuts, deregulation, immigration, and climate change. Dr Shane Oliver, Head of Investment Strategy and Economics and Chief Economist, AMP Investments, issued an analysis on the topic.
Last week, the Victorian Government announced changes to probate fees that will take effect from 18 November 2024.
The May 21-22 Federal Budget proposed an exit strategy for retirees with outdated pension products like lifetime complying, market-linked, and life expectancy pensions. However, since then, progress has stalled, leaving retirees unable to manage these inflexible plans.
Building long-term wealth requires the right structures, not just smart investments. With solid financial frameworks, clients can maximise growth and protect their assets. As financial planners, we can work together to optimise these strategies for lasting success.
New research from the Association of Superannuation Funds of Australia (ASFA) outlines only 30% of Australians can afford a ‘comfortable’ retirement as defined by ASFA’s ‘Comfortable Retirement Standard’.
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
Last month, increases were made to the Age Pension asset threshold limits as a result of CPI, allowing individuals to hold slightly more assets before their pension payments would be affected.