As 30 June 2025 approaches, it’s crucial to finalise strategies across superannuation, tax deductions, business planning, and investment compliance. Whether you’re an employee, business owner, investor, or SMSF trustee, this comprehensive checklist will help you stay on track.
Restructure with Purpose: Tax and Growth Strategies to Future-Proof Your Clients’ Businesses
Whether your clients are scaling up, de-risking, transitioning ownership, or preparing for sale, restructuring with purpose can unlock substantial value. Done well, it can reduce tax exposure, protect assets, and lay a foundation for sustainable long-term growth.
Victoria’s Business Squeeze: Smart Moves to Manage Taxes and Red Tape
If you’re a business owner in Victoria, you may be feeling the pressure: costs are up, red tape is tightening, and strategic decisions are harder to make with clarity. So what’s driving this shift – and what can be done about it?
Victorian Supreme Court Broadens Scope of Portable Long Service Leave – What It Means for Employers
A recent Victorian Supreme Court ruling has broadened portable long service leave (PLSL) obligations, potentially affecting more businesses. Employers should reassess how PLSL applies, even if they’re not in construction.
2025-26 Federal Budget – Businesses | Individuals | Superannuation
Discover the key takeaways from the 2025-26 Federal Budget and how they impact businesses, individuals, and superannuation. From tax changes to super updates, we break down the crucial insights to help you stay informed and prepared.
How to Structure Your Business for a Smooth Succession Plan
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…
Best of 2024: The 5 Blogs Everyone’s Talking About
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.
Reminder – ATO Tax Targets
We provide a brief reminder to keep these three major problem areas front of mind when submitting your tax return.
Tax Planning for Individuals 2024
As end of financial year approaches, we have outlined some of the key tax considerations below.
Tax Planning for Businesses 2024
As end of financial year approaches, we have outlined some of the key tax considerations below.
ATO to Scrutinise Work-related Expenses, Rental Properties and Rushed Lodgments
Tax time is fast approaching and the ATO has issued a warning that they will be focusing on three major problem areas this year. Read more in this blog.
2024-25 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the 2024–25 Federal Budget on 14 May 2024. The following provides the key points in relation to business, individuals and superannuation.