TAG Tips – ALP Tax Policy Proposals

In this video, Michelle Griffiths provides a summary of the ALP’s tax policy proposals and what affect they may have.   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…

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TAG Tips – Federal Budget, what you need to know

Treasurer, Josh Frydenberg, delivered the Federal Budget on 2 April 2019. We have summarised the Federal Budget essentials for our clients including individuals and small business owners. Personal Income Tax Low and Middle Income Tax Offset and Low Income Tax Offset (LMITO) The Government has announced its intention to increase the maximum amount of the…

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TAG Wealth Tips – Credit Cards, Taming the Beast

In this short video, Michelle Griffiths gives you some strategies to keep your credit card under control. 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),…

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TAG Super Tips – Productivity Commission Releases Key Recommendations

  The Productivity Commission has released its final report assessing the efficiency and effectiveness of Australia’s superannuation system. The key recommendations regarding the SMSF sector are: Minimum Balance for Self Managed Superannuation Funds (SMSF) The Productivity Commission’s recommendation: A minimum balance is too blunt an instrument, but advisers should be prepared to justify to ASIC…

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The Block – Is this opportunity right for you?

We recently had the privilege of receiving a personalised walk-through of The Block’s Gatwick apartments by Greville Pabst, CEO of WBP Group and Buyers Advocate. The 5 apartments are to be auctioned on Saturday 27th October and a summary of each apartment may be found at https://www.domain.com.au/the-block/ If you are interested in exploring the opportunity…

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To fix or not to fix?

With some lenders having already raised interest rates and speculation others will follow…..is now the time to fix your home loan? Fixing your home loan provides repayment certainty. Locking in a fixed repayment for a period of time, usually 1, 2, 3 or 5 years can assist with household budgeting. This provides peace of mind…

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