Andrea Dawson Archive

Strategic Financial Advice

Winding up an SMSF requires careful planning to manage assets, settle liabilities, and meet regulatory obligations. Here’s what trustees need to know.

Strategic Financial Advice

The bucket strategy divides retirement savings into short, medium, and long-term investments, helping retirees manage risk and make their money last longer.

Strategic Financial Advice

A geared share fund amplifies investment returns—both positive and negative. This guide explains how it works, its risks, and its role in a long-term portfolio.

Strategic Financial Advice

New Australian landlords could be over $23K out of pocket in their first year, with stamp duty and land tax exceeding rental income in major capital cities.

Strategic Financial Advice

A timely look at the resurgence of value stocks in 2024 and what it means for your value stocks portfolio. Adjust wisely.

Strategic Financial Advice

Hedge Funds in volatile markets can offer diversification and high returns. Learn about their strategies and risks in this comprehensive guide.

Strategic Financial Advice

Common investor mistakes can cost you financially. Learn about nine critical errors investors make and how to avoid them.

Strategic Financial Advice

Managed fund distributions are key to understanding how income and profits from investments are shared. Dive into how they're paid and calculated.

Strategic Financial Advice

November 2024 Market Overview: A detailed look at global and local economic trends, highlighting inflation and interest rate impacts during the month.

Strategic Financial Advice

Life insurance and genetic testing discrimination is set to be banned by the government. This article explores the impact on premiums, coverage, and how these changes affect life insurance policies.

Strategic Financial Advice

Expect the AUD to rise as favorable interest rates, undervaluation, and rising commodity prices set the stage for potential currency growth in the coming year.

Strategic Financial Advice

In the mortgage versus super debate, the right strategy depends on your financial goals. Explore how to weigh the benefits of paying off your mortgage or boosting your super.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.