We are delighted to announce that TAG Financial Services has achieved significant recognition at the 2025 Australian Financial Industry Awards, presented by the IFPA.
At the gala event held on 31 October 2025 at The Fullerton Hotel Sydney, our team was honoured with two awards:
- Australian Financial Practice of the Year (2025) – recognising firms that demonstrate excellence in service delivery, innovation, client outcomes and professionalism.
- SMSF Practice of the Year (2025) – acknowledging firms excelling in self-managed superannuation fund advice, audit or administration services.This dual recognition places TAG amongst Australia’s top financial firms, a distinction we proudly celebrate with our team and clients.
What these awards reflect
This acknowledgement is a testament to all the hard work we’ve been doing and reflects:
Client-outcome focus: The wins reflect our ability to translate sophisticated advice and services into tangible results for our clients – that’s within their best interests, whether that’s business owners, SMSF trustees, families or individuals.
Quality and professionalism: Recognition from the IFPA emphasises our adherence to high standards of ethics, governance and adviser/practitioner capability. The judging criteria for these awards include ethical practice, client satisfaction, innovation and contribution to the profession.
Team culture and capability: Awards of this nature are not about one person but about the collective. They celebrate the capability of our advisers, accountants, superannuation specialists, audit staff and support functions.
Built for the long term: Being named “Practice of the Year” signals that we are not only delivering in the present – but we are also structurally fit for future challenges (regulation, technology, client expectations).
Moving forward
Winning these awards reinforces the strategies that have brought us here and encourages us to keep building on them.
Our priorities include:
- Elevating business, advisory and wealth services
We will continue strengthening the investment and wealth frameworks that support clients at every stage, including business owners planning for succession, families building long-term wealth, retirees seeking stability, and individuals navigating complexity. - Deepening SMSF specialisation
TAG has been a leader in SMSF advice, audit, and administration for years. The SMSF Practice of the Year award recognises this ongoing expertise, and we remain committed to investing in technical capability, trustee education, and staying ahead of regulatory and market changes. - Expanding our thought-leadership and client education
Being recognised by the IFPA also strengthens our voice in the profession. We will continue sharing insights through our blog, webinars and events, supporting advisers, accountants, trustees and investors with commentary on markets, regulation, strategy and best practice.
- Elevating business, advisory and wealth services
The impact for our clients and partners
For our clients and SMSF trustees:
The dual recognition – including Australian Financial Practice of the Year – reflects the quality and consistency of the services you’ve been accessing. It reinforces TAG’s long-standing commitment to achieving meaningful outcomes, and the depth of experience and technical capability we bring to SMSF advice, audit, and trustee guidance. This expertise helps clients and trustees navigate a complex and evolving superannuation landscape with confidence.
For accountants and partners: The awards highlight our structured advisory capability and the depth of technical support available to you, whether that’s through investment strategy input, wealth planning, SMSF guidance or specialist assistance with complex client matters.
A thank-you to our community
To the TAG team: your professionalism, day-to-day commitment, adaptability, and focus on client outcomes have made this possible.
To our clients: thank you for your trust, engagement, and collaboration on the path to achieving your goals.
And to our partners: your ongoing collaboration and support underpin the adviser-accountant-specialist ecosystem that continues to be a cornerstone of high-quality advice in Australia.
If you’d like to read more about the awards and criteria, you can view the IFPA information here, and see the full list of nominees and winners here.
Thank you for being part of the journey with us.
The TAG Financial Services Team.
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), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2025. Please do not reproduce without the expressed written consent of the author.