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.
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…
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.
With interest costs easing, refinancing surging and new buyer schemes expanding, the lending landscape is shifting fast. This month’s update breaks down what’s changing, and what it could mean for your budget, borrowing power and next property move.
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.
This quarter’s economic and market snapshot unpacks resilient growth, rising volatility, and what’s ahead for diversified portfolios.
Building a business is exciting, but the right structure makes it sustainable. Your business setup shapes everything from tax and liability to how you grow and eventually hand over the reins. With the right guidance and a solid foundation, you can protect your assets, avoid costly surprises, and set your business up for long-term success.
When comparing home loans, you might focus on the headline interest rate, but that number alone doesn’t tell the full story. The comparison rate accounts for both the interest and most of the associated fees, giving you a clearer view of the overall cost.
Most Australians are quick to protect their homes, cars, and businesses, but often forget to protect the most important asset of all: themselves. Yet the reality is clear: many families are financially vulnerable if the unexpected happens. Take control of your personal insurance with confidence and know that your plans won’t be derailed by the unexpected.
From 1 July 2026, employers must pay super with each payday, ending quarterly payments and bringing new compliance and cash flow challenges. Act now to stay compliant.
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…