Andrea Dawson Archive

Strategic Financial Advice

Reserve Bank cuts interest rates by 0.25 percentage points in August in unanimous decision

The Reserve Bank has reduced the cash rate to 3.6% in its third cut of 2025. Learn how this decision impacts homeowners, mortgage repayments, and the outlook for further rate cuts.

Strategic Financial Advice

Spouse super contributions – what are the benefits?

If your partner earns less or isn’t working, spouse super contributions could benefit you both. Explore the tax offsets and rules that apply.

Strategic Financial Advice

Navigating market volatility

Worried about your super or investments after recent market movements? Learn how navigating market volatility with a long-term view can help.

Strategic Financial Advice

The absurdity and calamity of US tariff policies

This article explains the design flaws and global economic fallout of the US tariff regime, and its implications for Australia, markets, and inflation.

Strategic Financial Advice

Economic update May 2025

Our May 2025 Economic Update unpacks global market volatility, tariff impacts, Australian economic indicators, and fixed income developments.

Strategic Financial Advice

Winding up an SMSF

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

Using the bucket strategy to make your money last longer

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

The ins and outs of geared share funds

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

Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities

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

As value outperforms again, is your portfolio ready?

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

How do hedge funds work in a volatile market?

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

Strategic Financial Advice

Nine bad habits of ineffective investors: common mistakes investors make

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

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.