For many business owners, succession and exit planning is one of the most important and often overlooked parts of building long-term success. It’s not just about the numbers. A well-considered exit helps clients protect the value they’ve created, safeguards their team, and sets the stage for future stability. As accountants, you’re often the trusted advisor…
Division 296 is making headlines and causing concern, but for accountants it’s also a chance to turn panic into strategy. By guiding the conversation, you can help clients stay focused on what truly matters for their long-term goals.
Managing the Transfer Balance Cap is no longer just a compliance exercise, it’s a strategic opportunity for accountants to maximise client outcomes, reduce risk, and add real value to retirement planning.
With the introduction of Division 296 from 1 July 2025, clients with super balances over $3 million are already taking notice – and in many cases, taking action. Some are choosing to withdraw funds now, thinking they’re getting ahead of the new tax. But many are doing so without understanding the broader consequences, from losing…
For many clients, the five to ten years leading up to retirement is a high-stakes window. It’s a period where the right strategies can significantly accelerate wealth, while the wrong ones can quietly erode it. As their accountant, you’re not just balancing books. You’re shaping financial futures. This phase isn’t just about saving more. It’s…
As of 1 July 2025, interest charges on unpaid tax debts – including the General Interest Charge (GIC) and Shortfall Interest Charge (SIC) – are no longer tax deductible. Previously, businesses and individuals could claim a deduction for these interest expenses, softening the financial blow of running behind on ATO payments. That is no longer…
With 30 June just around the corner, now’s the perfect time for tax pros to go beyond compliance and deliver real strategic value to clients. Whether you’re working with individuals, small business owners, or SMSF trustees, this is the moment to focus on tax minimisation, super contribution strategies, reviewing structures, and getting audit-ready.
With superannuation reforms on the horizon, professionals across the financial services industry are turning their attention to Division 296 – set to impact individuals with super balances above $3 million from 1 July 2025. At TAG Financial Services, we pride ourselves on staying ahead of legislative changes and helping our clients and colleagues do the…
For many people approaching their 50s and 60s, the prospect of retirement is filled with uncertainty. Some would like to retire early, but are unsure about what’s financially possible, particularly as economic conditions, legislation, and personal circumstances continue to shift. What most of these clients tend to have in common is confusion: about when they…
