Most people believe Estate Planning is for the wealthy. But the issues don’t discriminate, and the concerns are often the same for everyone.
TAG BLOG
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Meet the TAG Team – Wendy Waack
Wendy Waack is our newest Partner and in this article Wendy outlines her career journey – and like many females, it is not straight forward.
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.
TAG Wealth Tips – Credit Cards, Taming the Beast
Michelle Griffiths provides some strategies to keep your credit card under control.
TAG Super Tips – Removal of Franking Credit Refunds
In the lead up to the Federal Election one item that has sent a shiver of fear through SMSF Trustees is the proposed removal of franking credit refunds.
TAG Better Business – The Importance of Cash Flow
In this short 3 minute video, Tony Rule explains the importance of cash flow management for business.
TAG Wealth Tips – Royal Commission | New Advisers
Kenneth Hayne is due to release his findings and recommendations about the banks and financial services industry in early February.
TAG Wealth Tips – Set Your Money Goals for 2019
ASIC has written an excellent article that outlines 5 tips to achieve your money goals (and includes some handy tools/calculators).
TAG Video – Super Investment Strategy
Whether you are 25 or 65, understanding the rules and choosing the right investment strategy within your super will influence how much money you’ll have in your retirement years.
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?
TAG Super Seminar – hear what our attendees said….
Listen to some of the fantastic reviews from this year’s TAG Super Seminar.
Bank of Mum and Dad – a planned approach
Michelle Griffiths, has spoken to many parents who want to assist their children buying their first house and in this article outlines the key elements that will make this a success.