Recent changes to superannuation rules, including Division 296, have prompted understandable concern for those with larger balances. In this article, TAG shares how our direct engagement with Treasury and the profession is helping turn complex legislation into clear, practical strategies that support better long-term outcomes.
The $3 million super tax is changing and timing now matters more than ever. New rules mean your super balance at both the start and end of the financial year counts. Don’t wait until 2027, act before June 2026 to avoid unwanted tax hits.
TAG Shines at the 2025 IFPA Awards.
We’re proud to announce that TAG Financial Services has been recognised at the 2025 Australian Financial Industry Awards, hosted by the Institute of Financial Professionals Australia (IFPA). TAG took home two major honours. Australian Financial Practice of the Year and SMSF Practice of the Year, celebrating our excellence in client outcomes, professionalism, and innovation.
The government has pressed reset on the controversial Division 296 — a fresh version of the $3 million super tax is here. Discover what’s changed, what stayed the same, and how high-balance super funds will now be taxed differently.
Thinking about retirement? You might have heard of Self Managed Super Funds, or SMSFs. Simply put, an SMSF is a super fund you manage yourself. It gives you control over your investments like property, shares, or other assets. Many people see SMSFs as the “ultimate” super option. But are they really the secret to a…
Superannuation is too important to be treated as an afterthought. With trillions of dollars in retirement savings at stake, the way SMSFs are administered and advised can mean the difference between compliance and confidence.
Your superannuation is one of the biggest investments you’ll ever make. Yet for many people, it quietly grows in the background, without much thought or control. A Self-Managed Super Fund (SMSF) offers a way to change that – giving you the power to take charge of your retirement savings and shape them around your goals….
From 1 July 2025, the benchmark interest rate for Limited Recourse Borrowing Arrangements (LRBAs) will decrease slightly to 8.95% for the 2025-26 financial year. This marks the first reduction in several years and reflects a modest easing in broader market rates. At TAG, we’ve already started contacting clients with updated loan repayment schedules to reflect…
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.
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.
Thinking about setting up an SMSF? With the upcoming $3 million super tax, it’s more important than ever to weigh the pros and cons. This blog explores whether an SMSF still makes sense under the new rules — and why personalised advice is key.
A strong business structure is the foundation of stability, protects assets, and maintains leadership continuity. We explore why structuring matters, share real-world examples, and provide tips to secure your business’s future.