What a busy year it has been for TAG and our clients!
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, financial tips and investment strategies to help you keep your finances on track throughout this journey.
In this article we share our top 5 articles of 2022:
1. Director IDs
The introduction of Director IDs was announced for all directors with the application deadline for all current directors being 14 December. Read Blog
2. Woohoo! TAG Celebrates 25 Years in Business
Earlier this year, TAG celebrated 25 years in business. With this great achievement, we asked Mark Templeton, TAG’s Managing Director, a few questions to gain some insight and reflection on this significant milestone. Read Blog
3. The 7 worst money moves when there’s uncertainty
As tensions escalated in the Ukraine, there were jitters in the investment markets. These 7 money moves to avoid during uncertainty will ensure you avoid any critical or costly errors. Read Blog
4. New super rules from 1 July
This year, a number of superannuation changes from last year’s Federal Budget passed through both houses of government. Read our breakdown of the changes here.
5. New income test threshold to the Seniors Health Card
Older Australians of age pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). Find out more about eligibility requirements.
If you have any questions, please contact us on 9886 0800 or via email.
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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.