Super & Tax Strategies Day 2026 – Elevate the quality of your client advice through considered super and tax strategies. [In person and Virtual in Melbourne]
Super & Tax Strategies Day 2026 – Register Now!
New Compliance Rules Are Coming, Here’s What You Should Know
Stay ahead of the game! From 1 July 2026, new AML/CTF rules will change how accountants handle certain services. This quick guide breaks down what you need to know to avoid delays and ensure a smooth process. Don’t get caught off guard, find out how these changes could impact you and how to prepare now!
Your Priorities in 2026: Navigating Change Without Losing Focus
Welcome to 2026. I hope 2025 was everything you planned it to be. I think 2026 will be an interesting year ahead. For all of us, we will be managing the perils of markets with potential rising interest rates. This will affect markets and something many of us have, the cost of home loans. I…
TAG shines at the Institute of Financial Professionals Australia (IFPA) Awards
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.
TAG Announces Strategic Joint Venture with Shaun Frost to Launch TAG Personal Insurance
TAG Financial Services is proud to announce the formation of a new joint venture with respected insurance professional Shaun Frost, establishing TAG Personal Insurance – a dedicated entity focused on delivering tailored personal insurance solutions. This strategic partnership combines TAG’s trusted brand and extensive client network with Shaun Frost’s deep expertise and proven track record…
Celebrating Success: Our Team’s Milestones at TAG Financial Services
At TAG Financial Services, we take pride in fostering a supportive, open, and professional culture where every team member feels valued. That’s why celebrating milestones isn’t just a tradition – it’s an essential part of who we are. In this post, we’re excited to recognise three outstanding team member milestones, highlighting their contributions and the impact they’ve made.
A Message from the MD: Lessons, Challenges, and Opportunities Ahead for 2025
2025 is a year of new beginnings and exciting possibilities. Managing Director of TAG Financial Services, Mark Templeton, looks back on the previous year, as well as reflecting on TAG’s growth, and looking ahead to our plans for 2025.
Elevating Excellence: TAG Managers Promoted to Senior Managers
We are thrilled to announce the promotion of two of our valuable team members – Emma Partenza to Senior Manager Superannuation Advisory & Audit and Arden Shaw to Senior Manager Investment Advisory & Wealth.
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.
Announcing our newest Partner – Jean Jacquin
It is with great excitement that we announce the appointment of Jean Jacquin as Partner – in our Business Advisory and Taxation division.
Welcome to TAG House – New Office Now Open!
We are excited to announce that we will be fully operational and open to clients in our new building at 17 Station Street, Malvern from Monday 7 August.