Accountants And Advisers

Practical Solutions to Technical Problems

For nearly 20 years TAG Financial Services has been a trusted brand to accounting and professional advice firms. We have developed many productive and long standing associations with practitioners. TAG is independently owned, independently operated and self-licensed. We have always focused on practical solutions to technical problems and seek to deliver value in what we do.

 

We offer accountants and professional advisers:

 

  • Superannuation Update & Strategies Seminar

Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Professional Advisers keep up to date with all the changes and proposed changes to superannuation legislation. The seminar is packed with practical information to enable you to discuss superannuation issues with your clients and provide up to date, practical advice. This is held in Adelaide, Melbourne, Sydney and Brisbane. More info…

 

  • Consulting Service

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 wealth management. At TAG we focus on special projects and once off consultancies for you and your clients. More info…

 

  • Fund Establishments and Amendments

Our trust deed is known for its quality, provisions and flexibility. It incorporates SIS legislation and regulations, spouse contributions, binding nomination beneficiary forms, excess benefits and reserves, family law, super splitting, provisions for SMSF borrowing and account based pensions. More info…

 

  • SMSF Updates

Find the most up to date information with our technical updates and webinars. More info…

 


Financial Advisory Specialists for Accounting and Finance Professionals

"It is never easy setting out to do something different.  Making a difference requires passion and vision.  We are achieving these things and while we have seen many changes and withstood many challenges, there is a long and bright future for our truly independent advice focused firm."

Mark Templeton

Managing Director