ATO super rules Archive

Strategic Financial Advice

Spouse super contributions – what are the benefits?

If your partner earns less or isn’t working, spouse super contributions could benefit you both. Explore the tax offsets and rules that apply.

Living Estate Planning

Is there a problem paying your super when you die?

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

Threshold for tax-free retirement super increases

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

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.