SMSF Archive

SMSF

The tax office’s risk models have recently identified a variety of funds which may be subject to early releases.

SMSF

New laws prevent superannuation providers from eroding member balances with unwanted or unnecessary insurance and exit fees.

SMSF

New laws passed in the Senate may affect members of the self-managed super funds who still keep a small balance in their industry fund for insurance purposes.

SMSF

Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 passed both Houses on Tuesday, the  12th of February 2019. 

SMSF

The expenses considered deductible by super funds are similar to that of individuals.

PropertySMSFTax Champion

This is NOT advice. It's just a random man down the street sharing his story.

PropertySMSFTax

A valuable structure to become familiar with.

SMSF

Super splitting is important when one member of a couple has a much higher super balance. It is also beneficial for couples that have a large age gap between them.

PropertySMSFTax Champion

Quite a few years ago, I did some calculations on having a geared property within super versus a market linked ungeared fund portfolio.

SMSF

The delivery of advice for SMSF changed on 1 July 2016 when specific amendments to the FOFA (Future of Financial Advice) legislation came into effect.

SMSF

A new reporting regime for Self-Managed Superannuation Funds (SMSFs) commenced on 1 July 2018. It’s crucial that SMSF members understand the impact of this new reporting framework and get it right.

SMSFTax Champion

As a Tax Advisor to small businesses that run Self-Managed Super Funds (SMSFs) I am aghast at the way our federal government and, in particular, Canberra bureaucrats treat this sector.

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.