With 30 June just around the corner, now’s the perfect time for tax pros to go beyond compliance and deliver real strategic value to clients. Whether you’re working with individuals, small business owners, or SMSF trustees, this is the moment to focus on tax minimisation, super contribution strategies, reviewing structures, and getting audit-ready.
With superannuation reforms on the horizon, professionals across the financial services industry are turning their attention to Division 296 – set to impact individuals with super balances above $3 million from 1 July 2025. At TAG Financial Services, we pride ourselves on staying ahead of legislative changes and helping our clients and colleagues do the…
For many people approaching their 50s and 60s, the prospect of retirement is filled with uncertainty. Some would like to retire early, but are unsure about what’s financially possible, particularly as economic conditions, legislation, and personal circumstances continue to shift. What most of these clients tend to have in common is confusion: about when they…
Supera death benefits are often the largest asset a person leaves behind—but too often, simple mistakes cause unnecessary tax bills, family conflict, or misdirected wealth. As an accountant, your role is critical in ensuring clients’ wishes are properly considered and executed.
Labor’s win in the 2025 Federal Election sets the stage for a wave of economic and tax reforms that could reshape the financial advice and accounting landscape.
As Australians age, accountants face a growing challenge: managing wealth and super when clients show signs of cognitive decline—a sensitive issue with serious financial and legal implications.
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.
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.
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.
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.