What a busy year it has been for TAG and our team!
As we have (slowly) returned to a sense of normality post COVID, we have endeavored to keep you up to date with the latest updates, technical updates and super strategies to help you work with your clients using the most current information.
In this article we share our top 5 articles of 2022:
1. 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 earlier this year. Read Blog
2. What advice requires a Financial Services Licence?
Superannuation funds and pensions are considered “financial products” and any advice relating to these needs to be provided by a licensed financial planner.
Michelle Griffiths outlines what areas of financial planning a licence is required. Read Blog
3. New Year Contribution Changes
The 2022-2023 year brings into effect new streamlined changes in contributions.
Here is a refresher of the main changes and what’s ahead for contributions in FY2023. Read Blog
4. Getting Even with Super
This is Part 1 of our Spouse Contribution Strategies Series: Getting even with Super.
This instalment considers a couple with uneven superannuation balances. Read Blog
5. 6 most common issues with splitting super in a divorce
Whilst the overall divorce rate has decreased in Australia, there has been an increase in “grey” divorces.
This leads to a higher super balance to be split. We take you through 6 common issues when this happens.
If you have any questions, please contact us on 9886 0800 or via email.
If you would like to discuss a project, please contact us. Our advice is quoted upfront for your approval before commencement.
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2022. Please do not reproduce without the expressed written consent of the author.