Our Blog

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

ESG, ethical, and green investing have distinct approaches. This guide explores their differences, from values-based exclusions to risk-focused ESG integration.

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.

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.

Lending & Finance

Discover why brokers are key to securing the best commercial and asset finance solutions for your business. Insights from Paris Financial.

Strategic Financial Advice

Economic Update February 2025 breaks down the latest market movements, from DeepSeek’s impact on AI investments to shifts in global interest rates and inflation concerns.

Strategic Financial Advice

Understanding Age Pension assets is crucial for retirement planning. Learn the asset limits, reduction strategies, and how they affect your pension eligibility.

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

Understanding the cost of aged care at home is essential for planning. Learn about government support, private funding options, and financial considerations.

Tax

The ATO is ramping up its focus on baby boomer wealth and succession planning, targeting tax structures that don’t align with compliance expectations.

SMSF

The tax-free retirement super cap increases to $2M on 1 July 2025. Learn how indexation affects your transfer balance cap and retirement savings.

Lending & Finance

Auctions can be competitive and nerve-wracking, but with these six smart strategies, you can boost your chances of success and bid like a pro

Strategic Financial Advice

Discover how aged care cost changes in 2025 could impact your financial plans. Expert insights from Paris Financial Private Wealth.

Small BusinessTax

Engaging a registered agent can simplify tax compliance and save you time. Discover tips and insights from Paris Financial.

Small BusinessTax

The ATO’s GST fraud taskforce is targeting dishonest businesses. Find out how to stay compliant and avoid penalties.

Small Business

The Federal Court denied R&D tax deductions for the Delly1 basketball shoe, ruling it lacked technical uncertainty. Learn about the decision and its impact.

Tax

What’s ahead in 2025? This article explores the key challenges, including elections, superannuation changes, wage theft laws, and economic updates for Australia.

Small BusinessTax

Wondering how to manage Christmas party costs and staff gifts without overpaying tax? Learn how to reduce FBT and maximise deductions in our guide.

Strategic Financial Advice

Learn how retaining, selling, or renting affects means-tested fees, Age Pension, and financial outcomes with this guide to the assessment of the former home in aged care.

Tax

Learn how to protect yourself with this ATO Scam Alert for myID. Identify scam tactics, safeguard personal info, and stay safe in 2024.

Small Business

Managing Christmas business volatility is vital. Explore actionable tips on cost control, cashflow planning, and stock management to ensure a successful holiday season.

Lending & FinanceProperty

Finding the right home loan features is essential for securing a mortgage that fits your financial goals. Whether you need flexibility, stability, or a mix of both, this guide helps you choose between variable, fixed, and combo rate loans.

Strategic Financial Advice

AI and bank shares drove super balances higher in 2024, with top-performing funds achieving double-digit returns. Explore key trends here.

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.

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.