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…
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.
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.
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.
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.
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.
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.
Last week, the Victorian Government announced changes to probate fees that will take effect from 18 November 2024.
New research from the Association of Superannuation Funds of Australia (ASFA) outlines only 30% of Australians can afford a ‘comfortable’ retirement as defined by ASFA’s ‘Comfortable Retirement Standard’.
The $3m super cap tax passed the lower house late last week, after an overwhelming rejection of proposed amendment to the Division 296 tax.
Last month, increases were made to the Age Pension asset threshold limits as a result of CPI, allowing individuals to hold slightly more assets before their pension payments would be affected.
Property investors committed to $11.71 billion of home loans in July 2024, which was the second-highest month on record, according to the Australian Bureau of Statistics.