We have some exciting things happening at TAG! Read more in this update from our Managing Director, Mark Templeton.
MD Update – exciting changes at TAG!
Webinar: Latest SMSF Contribution Strategies
Are you an accountant? Are you interested in finding out the latest SMSF contribution strategies? Join us for this webinar and learn from our SMSF experts!
New income test thresholds for Seniors Health Card
Older Australians of a pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). It entitles you to receive cheaper medicines under the PBS, bulk billed doctor visits and a refund for medical costs once the safety net is reached.
When is the right time to wind up a SMSF?
In this multi part series, Emma Partenza will be exploring the circumstances where a SMSF should be considered for wind up,
the process of winding up a SMSF and more.
2022-23 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government’s first Federal Budget on 25 October 2022.
The following provides the key points in relation to business, individuals and superannuation.
TAG features in the AFR
Emma Partenza, our Superannuation & Advisory Manager was recently asked for her expert comment in the Australian Financial Review. Read the article here.
In-Specie Transfer of Assets – an example
In many instances in the lead up to retirement, it is worthwhile considering what assets your clients hold outside superannuation and determine whether it would be worthwhile transferring these into superannuation, where they may be in a much more tax effective environment.
SMSFs & Valuations
In our recent SMSF Audit Update, there were a lot of questions about the valuations needed for a SMSF. Here is some information and resources on the subject that you might find useful.
E-Signatures & SMSFs
In our recent SMSF Audit Update, there were a lot of questions about when e-signatures can and can’t be used. Here is some information and resources on the subject that you might find useful.
The best questions (and answers) from our Super Seminar
Here are some great questions (and answers from our Partners and super experts) asked during our online superannuation seminar that just wrapped up this month.
NALI – What you Need to Know NOW
Author: Brenda Hutchinson, Partner, TAG Financial Services When LCR 2021/2 was issued by the ATO, with its accompanying PCG 2020/5, there was much consternation in the accounting fraternity, particularly around trustees (in this case, accountants) providing services to their own funds, at little or no, cost. Whilst these concerns still need to be addressed and…
Catch-up Contribution Opportunities
We recently had the pleasure of being asked for comment in the Australian Financial Review on the topic of catch-up contributions. Read more here.