Discover the key takeaways from the 2025-26 Federal Budget and how they impact businesses, individuals, and superannuation. From tax changes to super updates, we break down the crucial insights to help you stay informed and prepared.
The February 2025 reporting season in Australia marked one of the most volatile periods in recent memory, with mixed results from major companies and the ongoing US-China trade tensions creating significant uncertainty.
Despite crash predictions, property prices have surged 38.4% since 2020, with rents up 37.6%. Interest rates hit a record low before rising to 4.10% by 2025. As the market continues to evolve, making informed decisions is more important than ever.
A strong business structure is the foundation of stability, protects assets, and maintains leadership continuity. We explore why structuring matters, share real-world examples, and provide tips to secure your business’s future.
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…
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.
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.
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.
The Reserve Bank of Australia (RBA) reduced the official interest rate by 25 basis points to 4.10% following its latest monetary policy meeting.
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.