DMG Partners

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DMG Partners DMG Partners is an Accounting, Financial Planning and Business Advisory firm located in Sale, Yarram, Warragul, Geelong & Melbourne.

Most financial businesses can offer services but we are committed to going further. For us the services we provide are important and we take great pride in the way these are delivered. However it is how we get to the services that is different. Our strong view is that the services cannot be considered until we are absolutely clear on what is important to you. Identifying your aspirations is the key to this and this requires us taking the time to ask the right questions and then listening to your response and drilling down on those things that really matter to you. We want to understand what is important to you, how you want to live your life and why it matters so much to you. This provides a great basis upon which we can focus, provide our services and ultimately, be measured upon. LinkedIn
http://www.linkedin.com/company/dmg-financial-planning-pty-ltd

Super might not be top of mind when retirement feels a long way off.For many people, making contributions earlier can pr...
07/10/2026

Super might not be top of mind when retirement feels a long way off.

For many people, making contributions earlier can provide more time for investment earnings to compound, which may increase retirement savings over time.

Swipe through for a few things to consider, including contribution rules and access to your super. If you have questions about your own circumstances, speak with the DMG financial planning team.

Please note:
General information only. This information is not intended to be financial advice and does not take into account your objectives, financial situation or needs. Before making any financial decision, consider whether it is appropriate for your circumstances and seek professional advice if required.

October is a good time to get moving on your SMSF return. Managed fund statements should now be available, which means m...
07/10/2026

October is a good time to get moving on your SMSF return. Managed fund statements should now be available, which means many funds can begin pulling the remaining information together.

Check the list DMG sent you, gather any outstanding documents and send them through so your return can progress.

Not sure what is still required? Get in touch with the DMG team and we will point you in the right direction.

Financial planning isn’t just for one type of person - and there’s no magic age or milestone that makes it the “right” t...
01/10/2026

Financial planning isn’t just for one type of person - and there’s no magic age or milestone that makes it the “right” time.

Whether you’re starting your career, buying your first home, raising a family, or thinking about what retirement actually looks like - there’s real value in having someone in your corner.

Here’s a quick guide to what financial planning looks like at different stages of life.

Your circumstances are unique - let’s talk. The DMG team is happy to help.

30/09/2026

Spring is a good time to get your finances organised before the end of year rush.

Book your tax return appointment, tidy up your records and send last year’s information to your accountant early. Appointments and processing can take a few weeks, so getting started now can save stress before Christmas.

Ready to get your tax sorted? Contact the DMG Partners team to book an appointment or send your information online.

There are a few October dates worth having on your radar.21 October may apply to September monthly BAS lodgers and some ...
27/09/2026

There are a few October dates worth having on your radar.

21 October may apply to September monthly BAS lodgers and some annual PAYG instalments. Quarter 1 activity statements and instalment notices may be due on 28 October. If you lodge your own individual tax return, 31 October is generally the deadline.

Dates can vary depending on how you lodge and whether you use a registered agent. Check the due date shown on your statement, organise your records and follow up on anything missing.

Not sure what applies to you? Get in touch with the DMG team and we will help you work through it.

Does the Medicare Levy Surcharge apply to you?It’s separate from the standard Medicare levy, and whether you need to pay...
24/09/2026

Does the Medicare Levy Surcharge apply to you?

It’s separate from the standard Medicare levy, and whether you need to pay it can depend on your income, family circumstances and private hospital cover.

A quick review before tax time can help avoid surprises. Check your household income and cover details, then speak with your accountant to understand what applies to you.

Not sure where you stand? Get in touch with the DMG team and we’ll help you work through it.

If you’re new here - welcome. Here’s a quick rundown of what the DMG team actually does.With offices in Sale, Yarram, Ge...
22/09/2026

If you’re new here - welcome. Here’s a quick rundown of what the DMG team actually does.

With offices in Sale, Yarram, Geelong, Warragul and Melbourne, the DMG team covers a broad range of financial services. This means they can look at your situation as a whole, not just one piece of it.

Financial planning. Accounting. Insurance. Mortgage broking. Asset finance. Aged care planning. Whatever stage of life you’re at, there’s likely something here that’s relevant to you.

Your circumstances are unique - let’s talk. The DMG team is happy to help.

Superannuation is one of those things many of us know we should pay attention to, but it can be hard to know where to be...
21/09/2026

Superannuation is one of those things many of us know we should pay attention to, but it can be hard to know where to begin.

The first step is simply finding out where your super is and logging into your account. Once you’re in, you can check your balance, insurance and how your super is invested. It is also worth seeing whether you have more than one account from previous employment.

You can then consider whether your super still aligns with you and your future goals.

It can feel a little overwhelming at first. If you’re unsure where to start, a financial adviser can help you understand your super and explain the options available. 😊

📍 Yarram Office ClosurePlease note that our Yarram office will be closed on Friday, 18th September.If you have any queri...
17/09/2026

📍 Yarram Office Closure

Please note that our Yarram office will be closed on Friday, 18th September.

If you have any queries, please contact our team on 03 5144 4422.

Thank you for your understanding.

Your home loan could be working harder for you than it is right now - but you’d only know if you looked.A lot of people ...
17/09/2026

Your home loan could be working harder for you than it is right now - but you’d only know if you looked.

A lot of people set up their mortgage and don’t think about it again for years. But the lending market shifts, your situation changes, and what made sense when you signed the paperwork might not be the best fit anymore.

Here are a few signs it might be time to have a conversation with a mortgage broker.

Not sure if a review is worth it? Reach out to the DMG team - we can take a look and give you an honest answer.

Address

Port Of Sale Business Centre, Level 1, 64-66 Foster Street
Sale, VIC
3850

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

03 5144 4422

Website

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