Superannuation Advisory and Audit

Working to give you the retirement you want
 

At TAG Financial Services we have been providing specialist superannuation advice for nearly twenty years.

Our experience means that when you use TAG for superannuation advice, you know that we are in touch with the most up-to-date advice that makes your superannuation work harder.

We can help with a wide range of superannuation strategies including:

 

  • Establishment and administration of self managed superannuation funds
  • Retirement planning and income streams
  • Technical advice
  • Asset protection
  • Tax effective structures
  • Estate planning
  • Borrowing in superannuation

     

Receive Your Free SMSF Guide
 

A Self Managed Super Fund (SMSF) is a way of saving for your retirement. It is different to other funds as it is run by its members for their own benefit. Our detailed guide provides information on the benefits of an SMSF, your responsibilities, how to maximise your SMSF and much more.
 

 

The Next Step
 

Planning is the key to ensuring that you achieve financial security in retirement. TAG can recommend the most effective superannuation structures and strategies based on your individual requirements. Contact us to discuss your situation and hear about how we can assist you.


“We need a new word for retirement as it implies the end, where I see it as a new beginning. I love working with clients on what is an exciting phase of their life, where your assets work for you while you get busy living your dreams.”

 

Brenda Hutchinson, Partner