2025 TAG Super and Tax Strategies Day [In-person & Online]

Stay ahead with the latest developments and upcoming legislative changes shaping the superannuation landscape.

In a rapidly changing superannuation landscape, as an accountant you need to stay ahead of legislative shifts and government policies to better serve your clients. In this session, you’ll gain a comprehensive understanding of the role of superannuation within the Government’s 3-pillar retirement income system, recent and upcoming changes to legislation impacting superannuation such as the changes to the Transfer Balance Cap and the proposed $3 million cap on superannuation balances, and how current Government policy is shaping the future of superannuation.

Through practical examples and real-world implications, this session will provide you with actionable insights to navigate these changes and confidently guide your clients toward compliant and effective superannuation strategies.

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Strengthen your expertise in retirement pension planning & management.

Join this in-depth session to stay ahead of the latest developments in superannuation pensions. We’ll break down legacy pension reforms highlighting key opportunities and potential pitfalls, and run through strategies to monitor and manage the Transfer Balance Cap.

With a strong focus on practical applications, we’ll explore how these changes impact pension structures, retirement planning strategies, and compliance obligations. Stay informed, confidently navigate regulatory shifts, and deliver the best outcomes for your clients.

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Learn how to identify and deliver better results for your clients with practical, step-by-step wealth projection exercises.

Empower your clients to retire on their terms—with clarity and confidence. In this dynamic session, we go beyond superannuation to explore practical wealth strategies that maximise financial flexibility and security. You’ll gain hands-on experience with TAG Financials’ Wealth Projections Tool, learning how to model future income, assets, and expenses to answer critical client questions like:

• When can I afford to retire?
• How long will my money last?
• What strategies will improve my financial freedom?
  
  

Through a real-world case study and "what if" scenario planning, you’ll experience some of the skills that can guide clients through early retirement decisions with precision. Walk away with actionable strategies and a framework to help your clients optimise their wealth—so they don’t just retire, but retire well.

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Enhance clients’ business outcomes with tailored tax strategies, investment structures, and growth solutions.

Gain the skills to enhance clients' business outcomes through tailored strategies that address evolving tax implications. This session will cover diversified investment structures, including family trusts and SMSFs, and explore how these can be leveraged to improve tax efficiency while maximising wealth creation.

You’ll dive into specific restructure strategies such as asset protection, capital gains tax planning, and the use of corporate entities to optimise business growth. Learn how to identify and apply these strategies in real-world client scenarios, ensuring you can proactively advise on the most effective approaches to meet your clients’ unique needs.

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Learn how to leverage financial structures and investment strategies to maximise wealth creation and tax efficiency for your clients.

Unlock the full potential of diverse financial structures and investment vehicles to accelerate wealth creation for your clients. In this session, you’ll explore the intricate interactions between various investment options, from family trusts to SMSFs, and gain actionable strategies to leverage these tools in the critical years leading up to retirement.

With a focus on maximising returns and minimising tax liabilities, you’ll be equipped to guide your clients with confidence, ensuring they stay on track to meet their financial goals with precision and foresight. Don’t miss the opportunity to refine your approach and provide exceptional, strategic advice that drives long-term success for your clients.

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Master wealth and superannuation transitions to provide strategic, compassionate client guidance.

In today’s complex financial landscape, having the right skills to manage wealth and superannuation transitions is essential. This session will equip you with the skills to address complex wealth and superannuation transitions with confidence. Learn how to proactively engage clients on wealth succession planning, managing challenges when clients face cognitive decline, and troubleshooting the transition of superannuation on a member’s death.

Additionally, gain insights into tax-effective super access during times of duress, understanding dependency dynamics, and why timing is critical in these sensitive scenarios. By attending this session, you’ll ensure you're not only prepared to offer effective, compassionate advice—but positioned to provide unparalleled support when it matters most to your clients.

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