Blog Archive

Strategic Financial Advice

How your SMSF affects aged care means testing

If you have a self-managed super fund, understanding how it affects aged care means testing is essential. Learn how pension phase, contribution timing and in-specie transfers may influence your assessment.

CommunityTax

Stay Scam Safe: Why Every Australian Should Be Alert to Tax Scams

Scammers are becoming increasingly sophisticated, often impersonating trusted organisations such as the ATO. Learn how to stay scam safe, recognise warning signs and protect your personal, financial and tax information.

CommunitySmall Business

Receiving Letters About Your Company Registration? Stop Before You Pay Anything

Fake ASIC company registration notices are circulating across Australia. Here's how to spot them, what to do if you receive one, and why paying could affect your ASIC registration itself.

Financial Updates

Big changes are coming. Here’s what every Australian needs to know right now

The 2026/27 Federal Budget proposes major changes to negative gearing, the CGT discount, discretionary trusts and more. Here is what it means for you.

Strategic Financial Advice

Enduring Power of Attorney and aged care: Why legal planning matters before you need it

Without an Enduring Power of Attorney in place, families can face significant legal and financial barriers when a loved one enters aged care and can no longer make decisions for themselves. Here is what every Australian family needs to understand.

Strategic Financial Advice

How much cash should you hold vs invest? What’s the right mix?

Balancing cash reserves and investments is one of the most important financial decisions investors face during uncertain markets.

Strategic Financial Advice

A smarter way to respond to super volatility

Market volatility can impact super balances significantly. Here are practical strategies to help investors respond more effectively.

Strategic Financial Advice

Living with higher for longer interest rates

Persistent higher interest rates are changing financial planning decisions for households and investors across Australia.

Strategic Financial Advice

Payday Super – the simple change that can boost your retirement savings

Upcoming payday super changes may help Australians grow retirement savings faster and improve super contribution consistency.

Strategic Financial Advice

Four ways to invest through market volatility

Volatile markets can challenge investor confidence. Here are four practical strategies to help manage uncertainty and stay invested.

Strategic Financial Advice

Making the most of a market downturn

Market volatility can feel uncomfortable, but downturns often create valuable long-term investment opportunities for disciplined investors.

Strategic Financial Advice

Reserve Bank lifts interest rates by another 0.25pc to 4.35pc

Australia’s latest interest rate increase will impact borrowers, investors and household budgets. Here’s what to consider moving forward.

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.