An exclusive TAG Webinar
EOFY Super Strategies
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About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
What to expect from this session:
In this webinar, we will take you through the EOFY checklist and all the key changes including:
- Indexation of contribution caps and how it impacts superannuation members.
- End of year health checks - what are the key actions?
- $3m cap - current state of play.
- Related Party loans - interest rates.
We will also cover actions you need to take and when, and the strategies you should be considering now.
About Jason Roccasalvo
Jason is a Partner of TAG Financial Services’ Superannuation Advisory Division. He is an experienced financial accountant, having worked in Australia and the United Kingdom. Specialising in superannuation, Jason’s breadth of experience and expertise includes super fund borrowing, retirement planning and generational consulting strategies.
About Emma Partenza
Emma is a Manager in the Superannuation Advisory Division. Emma has extensive Self-Managed Super Funds knowledge having speialised in superannuation for over 13 years. She is passionate about going above and beyond to provide the best superannuation solutions for clients. Her ‘hands on’ approach is respected by both clients and advisors alike.