Death of a Partner: A Guide for Families

Together with the Council of the Ageing (COTA) Victoria, one of TAG’s clients was involved with writing a guide for Families on the Death of a Partner. This is a practical guide about the people who you need to notify and the legal processes that follow after the death of a partner.  It also helps people navigate…

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Evolving with Gooroo

At TAG Financial Services, we are always looking at ways to improve our infrastructure and people, so we continue to grow and thrive in a challenging and evolving industry. We are excited to announce that we will be working with Gooroo over the next 3 years.  Gooroo will assist in the development of our team…

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Investing – what’s stopping you?

What stops people from investing?  Michelle Griffiths, Partner, has spoken to 1,000s of people over the years and has heard all sorts of different reasons why they don’t invest… In this short video, Michelle draws on this knowledge and takes you through: The key reasons why people don’t invest How to decide when it’s the…

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The Connected Practice

TAG Financial Services was recently featured at the MYOB Incite conference, in a video series on ‘The Connected Practice’. This highlights the amazing benefits a client can achieve using an Adviser (accountant) and a Bookkeeper to grow their business. The results will surprise you. To watch the MYOB ‘The Connected Practice’ videos, click on the links below:…

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Buying Property in a SMSF v Individual Name

Investing in property can be a great way to finance your retirement. But what’s the difference between buying property in a self-managed super fund (SMSF) versus buying property in your individual name? Will you be better off buying property in your superannuation? It’s not a straightforward answer. There are a lot of variables that influence this…

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TAG Financial Accountants and Advisers

Practical Solutions to Technical Problems TAG Financial Services provides practical solutions to technical problems therefore our advice translates complex issues into practical solutions to you for your clients’ particular situation. TAG has been providing specialist superannuation advice to accounting professionals and the industry for nearly 20 years. Our experienced advisers have expertise in superannuation, business services and…

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