The Federal Government, on 27 April and again on Budget night, announced a proposed increase to the maximum number of members permitted in an SMSF and small APRA fund.
Federal Budget
Treasurer, Scott Morrison, delivered his third Federal Budget on 8 May 2018 and the third budget of the Turnbull government, which is the best budget for super for years.
Effective Use of Reserves
The ATO recently outlined their concerns in the SMSF Regulator’s Bulletin SMSFRB 2018/1, with respect of the use of reserves by Self-Managed Superannuation Funds.
Death of a Partner: A Guide for Families
Together with the Council of the Ageing (COTA) Victoria, one of TAG’s clients was involved with writing a guide for Families on the Death of a Partner.
Banking Royal Commission – it’s disappointing!
What is being brought to light by the Banking Royal Commission is disturbing, but for us in the industry it’s not surprising that some of the big institutions have not always acted in their clients’ best interest.
Investing – what’s stopping you?
What stops people from investing? Michelle Griffiths, has spoken to 1,000s of people over the years and has heard all sorts of different reasons why they don’t invest.
The Connected Practice
TAG Financial Services was recently featured at the MYOB Incite conference, in a video series on ‘The Connected Practice’.
Are you really getting quality financial advice?
ASIC has issued a damning report on Australia’s largest banking and financial services institutions (ANZ, CBA, NAB, Westpac and AMP). Read this article to see what was discovered.
Our Top 5 Resolutions for Financial Success
TAG can help ensure your financial goals are on track by running a Wealth Projection for your personal circumstances.
Financial Planning – where it went wrong!
As Chartered Accountant and Financial Planner for over 20 years, the TAG approach offers quality advice based on your individual financial goals.
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.