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.
Plan for Your Future with the TAG Wealth Projections Tool
When it comes to managing your finances, the questions can be endless. We have the most powerful way to start finding the answers to these pressing questions – our Wealth Projections Tool.
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.
The ATO’s role in SMSF investment strategy
Michelle Griffiths, our Investment Advice & Wealth Partner was recently quoted in Self Managed Super magazine. The article highlights the ATO’s role in assessing whether a SMSF investment strategy is appropriate.
Investor Update: Tech Bubble or Brillance?
In 2023, overseas share markets performed wonderfully well. The US stock markets (which represents around 50% of all developed markets) returned around 24%.
Why it’s critical to get advice when starting a pension
Your clients have worked hard throughout their lives and are now ready to retire – and it’s time to transition to a pension. There is a myriad of considerations that lie ‘under the iceberg’ that often get missed- it is vital that all areas are considered, to ensure your clients get the most out of their retirement.
8 Ways to turn your Resolutions into Achievements
Has your New Year Resolution enthusiasm begun to dwindle? In this article TAG Partner Michelle Griffiths talks about how to recalibrate and set you on the path to success.
How to hit your financial goals in 2024
In this article we have provided you with a checklist to help you get started on improving your finances in 2024.
TAG Christmas Closure Dates 2023
TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.
Our most popular articles in 2023
We have shared some great blogs this year! Here are our most read articles of 2023.
Is your family prepared for the big wealth transfer?
In this article, Michelle Griffiths takes you through a few things to help avoid issues surrounding the recent Productivity Commission report, that estimates that $3.5 trillion in assets will likely change hands in Australia by 2050.
Financial Adviser vs Investment Adviser
The focus of Financial Advisers is to make a meaningful difference to the financial lives of their clients, helping them live their best life with less financial stress and more confidence and peace of mind.