Catherine Frost Archive

SMSFSuperannuation

SMSF education is essential for trustees. Understanding SISA rules helps prevent breaches, reduce penalties and protect retirement savings by identifying compliance risks early.

Superannuation

The Government’s revised Division 296 super tax targets earnings on very large balances with a simpler, tiered model and a start date of 1 July 2026. Learn what changes, who is affected, and how to plan.

Superannuation

Superannuation can be accessed early only in limited cases such as financial hardship or compassionate grounds. This article explains the conditions, ATO requirements, and risks of doing so incorrectly.

Small Business

From 1 July 2025, the super guarantee rate 12% officially applies to all eligible employees. This change impacts payroll software, employment contracts, and cash flow. Employers must ensure compliance to avoid penalties and missed tax deductions.

Tax

The proposed Division 296 super tax applies to individuals with over $3 million in superannuation. Understand the tax rules, examples, and how to prepare.

Tax

The transfer balance cap will increase to $2 million from 1 July 2025. Discover how this change to tax-free retirement super affects your plans, whether you're about to retire or already drawing a pension.

Living Estate Planning

The ATO is scrutinising delays in paying super after death, with complaints rising. Ensure your super reaches the right hands with the correct nomination.

SMSF

Discover the risks and regulations around accessing money in your SMSF. Understand how to avoid illegal schemes and ensure your superannuation stays secure and compliant with ATO guidelines.

SMSF

Navigate the complexities of SMSF asset valuations with ease. Our guide helps you comply with ATO standards and secure your investments.

Financial Updates

Discover essential strategies to benefit from the increased superannuation contribution caps starting 1 July 2024. Boost your retirement savings now!

Tax

Discover the five essential rules for effective business record keeping. Ensure profitability, compliance, and ATO readiness with our comprehensive guide.

Small BusinessTax

Stay updated with the GST status of major food and beverage product lines with the ATO's detailed food list. Learn about the recent updates, how to check if GST applies to your items, and how to use the food and beverage search tool.

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.