TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.
TAG Christmas Closure Dates 2023
Our most popular super updates in 2023
We always strive to keep you up to date with the latest information, technical updates and super strategies to help you and your clients maximise their superannuation. Here are our most read super updates of 2023.
NALE changes – how could they impact you?
The Federal Government recently released draft legislation amending the non-arm’s length income rules, specifically in relation to the general expenses of a fund.
Caddick Fraud Case & SMSF Audit Responsibility
SMSF Audit Responsibility is again the headlines with a class action lodged recently by SMSF victims of Melissa Caddick’s fraud.
Webinar On Demand: SMSF Audit Update for Accountants
Whether you are undertaking audits or getting the files ready for the auditor, TAG Partner Brenda Hutchinson will take you through some practical audit tips and more…
Quarterly Transfer Balance Cap Reporting – LAST CHANCE!
From 1 July 2023, reporting of debits and credits under a member’s transfer balance cap (TBC) is required on a quarterly basis – this is regardless of
whether funds were previously classified as an annual or quarterly lodger for TBAR purposes.
$3m Cap – draft legislation released
The government has now released draft legislation for the introduction of the additional earnings tax for superannuation balances over $3 million. Click here to learn more.
The best questions (and answers) from our Super Seminar
Here are some great SMSF questions (and answers from our super experts) asked during our superannuation seminar that just wrapped up.
Top 10 SMSF property questions (and answers)
Here are some great questions on property (and answers from our super experts) asked during our superannuation seminar that wrapped up in July.
Join us at BGL REGTECH 2023!
TAG Financial Services is proudly supporting BGL REGTECH 2023 as the Silver Partner, and we would love you to join us at this remarkable event!
Interest rate hike for related party LRBA loans
The Reserve Bank of Australia Indicator Lending Rates were updated last week and will impact SMSFs who have borrowed monies from related parties. Our super expert Emma Partenza delves more into this topic in this blog.
Transfer Balance Cap Indexation – 1 July 2023
The general Transfer Balance Cap (TBC) is increasing on 1 July 2023 to $1,900,000 (from $1,700,000). This is the second increase since its introduction on 1 July 2017. So, what does this mean for your clients?