aged care means testing 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.

Strategic Financial Advice

Assessment of the Former Home When Entering Aged Care

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.

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.