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. Here are some takeaways…
Victoria’s New Probate Fees to Take Effect Next Week
Last week, the Victorian Government announced changes to probate fees that will take effect from 18 November 2024. These changes will see fees increase on a sliding scale based on the value of the deceased estate. Victorians claiming estates worth up to $250,000 will have their probate fees waived, but those handling assets of more…
Property investors very active in the market
Home loan volumes have significantly increased over the past year, especially among investors. Investors committed to $10.67 billion of mortgages in May, according to the latest data from the Australian Bureau of Statistics. That was 29.5% higher than the year before.
Crushing Your Goals in 2024: From Resolutions to Results
January, the month of resolutions, planning, and the universal sigh about festive feasts. But here’s the reality —only 22% of resolution-makers see them through past January (of the 37% who even made them in the first place). So, how are your personal commitments holding up post-holiday bliss? Sticking to new habits is tricky once reality…
Upcoming Event: Mastering Wealth Creation from your Business
In this event for business owners, we will challenge you to stop and think about your personal plan and what you need to do to create the outcomes that you want, not just in your business but in your personal and family’s financial life.
Partner Wendy Waack Celebrates 5 Years at TAG!
Congratulations to Wendy Waack on 5 years with TAG Financial Services. Wendy does amazing work at TAG and helps our business clients grow their business as well as their personal wealth. We look forward to many more years of service! Wendy (right) pictured with TAG Partner Brenda Hutchinson. Want to know more about Wendy? Click…
Meet the Team – Patricia Savage
What do you do at TAG? I am the Financial Controller. Although I now work more behind the scenes of TAG, I started in the Business Advisory & Tax division as an Accountant. How do you prefer to start your day? Tea or Coffee? Definitely coffee! What was your first job? I worked in a…
Introducing our new logo
In 2022, TAG celebrated its 25-year anniversary. In this time, TAG has grown and evolved, and we felt our brand should also reflect our growth. We are proud to announce the launch of our new logo: In the development of the new logo, we spent time considering the benefit we provide our clients and…
Meet the Team – Emma Partenza
What do you do at TAG? I am an SMSF Specialist Advisor and manager in TAGs SMSF division. As well as overseeing all our client’s SMSF compliance obligations, I regularly meet with and assist our clients in identifying strategic opportunities available to them. It’s a complex area and I really enjoy demystifying technical jargon to…
Meet the Team – Brenda Hutchinson
What do you do at TAG? I lead our Business Advisory & Taxation and Superannuation Advisory & Audit divisions. My role encompasses many different areas, from providing strategic direction for the divisions to ensuring the team receives the necessary training, mentoring and career development opportunities. I also ensure that both divisions function effectively so that…
Meet the Team – Jason Roccasalvo
What do you do at TAG? I lead our Superannuation Advisory and Audit Division, responsible for all SMSF accounting and audit as well as providing strategic advice around superannuation investment and estate matters. How do you prefer to start your day? Tea or Coffee? Definitely coffee. What was your first job? First job was at…
Meet the Team – Wendy Waack
What do you do at TAG? I am a partner in the Business and Advisory Team. We as a team provide advice to our business clients to ensure we grow their business as well as their personal wealth. How do you prefer to start your day? Tea or Coffee? Coffee – double shot! What was…