As a business owner, you understand that running a successful company involves more than just day-to-day operations. You’ve navigated market shifts, economic uncertainties, and leadership transitions—often juggling multiple challenges at once. But there’s one critical component of business success that can make all the difference when it comes to transitioning leadership: structuring. A well-defined business…
TAG BLOG
Posts
Celebrating Success: Our Team’s Milestones at TAG Financial Services
At TAG Financial Services, we take pride in fostering a supportive, open, and professional culture where every team member feels valued. That’s why celebrating milestones isn’t just a tradition – it’s an essential part of who we are. In this post, we’re excited to recognise three outstanding team member milestones, highlighting their contributions and the impact they’ve made.
Women as the New Face of Investing: Why Wealth Financial Confidence is Key
Did you know that 80% of women change financial advisors within one year of their husband’s passing? That’s because financial advice has long been tailored to men—leaving many women unheard, uninformed, and unprepared. It’s time to change that.
Major Retirement Pension Changes – Are you affected?
In December last year, the Australian Government introduced changes to legacy pensions, giving retirees more control over their retirement savings. These changes impact various pensions, allowing pensioners to move to more flexible income options.
RBA reduces cash rate to 4.10%
The Reserve Bank of Australia (RBA) reduced the official interest rate by 25 basis points to 4.10% following its latest monetary policy meeting.
Do you own residential land in Victoria that was vacant in 2024? Notify the SRO by end of today
If your residential property was vacant in 2024 calendar year in Victoria, you may be subject to vacant residential land tax. What’s more, if you have yet to notify the State Revenue Office, you must by 15 January, otherwise you may be subject to penalty taxes. If you have already made a notification, you only…
Superannuation Returns for 2024: Why It’s About More Than Just Numbers
The superannuation sector is celebrating strong 2024 returns, with balanced funds achieving a median return of 11.5%, and TAG Financial Services outperforming with over 13% in its balanced portfolios. In this article, TAG Director Michelle Griffiths emphasises the importance of holistic financial strategies, offering tailored solutions for clarity, security, and long-term confidence beyond mere investment returns.
A Message from the MD: Lessons, Challenges, and Opportunities Ahead for 2025
2025 is a year of new beginnings and exciting possibilities. Managing Director of TAG Financial Services, Mark Templeton, looks back on the previous year, as well as reflecting on TAG’s growth, and looking ahead to our plans for 2025.
Best of 2024: The 5 Blogs Everyone’s Talking About
Our goal at TAG Financial Services is to always to keep you informed and empowered, offering the latest financial tips, strategies, and updates to help you navigate your financial journey with confidence. Here are our top five standout blogs of 2024.
New insights into property investment
More Australians are turning to property investment, new analysis has revealed. CoreLogic’s head of research, Eliza Owen, found that the number of investors entering the market was exceeding the number exiting, by comparing home loans data with listings data.
September Quarter – Quarterly Economic and Market Update
As the global economy continues to navigate a complex web of challenges and opportunities, emerging markets remain at the forefront of economic transformation. In this quarterly review, we analyse the key events and trends that shaped the past three months – from shifting policy landscapes to market performance highlights.
What the re-election of Donald Trump means for the Australian economy and investors
The re-election of Donald Trump as U.S. President last week has notable implications for the Australian economy, primarily due to his policies on trade, tax cuts, deregulation, immigration, and climate change. Dr Shane Oliver, Head of Investment Strategy and Economics and Chief Economist, AMP Investments, issued an analysis on the topic.