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Tag Blog

Jun 21, 2017

TAG TIPS – Be the best Trustee…you owe it to your retirement!

A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement. When you set up a SMSF you become the trustee of your SMSF. You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss!  Yes, you are […]


Jun 14, 2017

Webinar: Investor Update

Covering up to date investment information, hear from Leigh Jobling, Partner, Investment Advisory and Wealth Management, and learn about trends in the share market, property market, interest rates and more! To view, go to:


Jun 13, 2017

TAG News I Winter Edition

The Winter Edition of TAG News is now available and we are delighted to be celebrating 20 years of being in business.  In this edition, we have a special message from Mark Templeton, Managing Director.  Also read about the super changes that may affect you, learn how to secure a good loan rate and meet Kelly Patogiannis, Client Services Supervisor in […]


May 24, 2017

TAG Tax Tips – Tax Planning for Individuals and Businesses

As the end of financial year approaches, it is important that you take the time to focus on tax planning and tax issues that affect you before 30 June 2017 arrives. We have outlined some of the key tax considerations in our Tax Planning information sheets, where you can download by clicking on the links […]


May 15, 2017

Federal Budget – What you need to know

Treasurer, Scott Morrison, delivered his second Federal Budget on 9 May 2017 and the second budget of the Turnbull government.   This budget’s focus was on economic growth – investing in infrastructure and improving housing affordability. We have summarised the Federal Budget essentials for our clients including individuals and small business owners. Superannuation With so […]