Retirement Savings Archive

Property

Find out how women are leading in using downsizer contributions to superannuation. Explore the benefits, eligibility, and how this could boost your retirement savings.

Strategic Financial Advice

In the mortgage versus super debate, the right strategy depends on your financial goals. Explore how to weigh the benefits of paying off your mortgage or boosting your super.

Strategic Financial Advice

Salary sacrificing into super can be a smart way to enhance retirement savings and reduce taxable income. This article explores the benefits and considerations to determine if it’s worth it for you.

Financial Updates

Discover essential strategies to benefit from the increased superannuation contribution caps starting 1 July 2024. Boost your retirement savings now!

Strategic Financial Advice

Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be a great way to help out younger family members or friends.

Strategic Financial Advice

Both older and younger Australians, as well as low-income earners, are set to benefit from some upcoming super opportunities.

Strategic Financial Advice

There’s no denying that being proactive with your super may be key to increasing your retirement savings. As an investment vehicle, super can offer significant benefits thanks to the magic of compounding interest. It also provides one of the best tax structures available.

Strategic Financial Advice

Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a very common question, and one that will need to consider individual preference and the time until retirement.

Strategic Financial Advice

After working hard for so many years, naturally you want your retirement to be as comfortable and enjoyable as possible. That’s why it’s worth knowing which types of government support you may be entitled to when you’re transitioning into this new phase of life.

Strategic Financial Advice

We explain the difference between three commonly used pensions, including the government’s Age Pension, a transition to retirement pension, and an account-based (or allocated) pension, so you’re across how they work and what might be right for you.

CommunitySMSF

From 1 July 2018 older Australians (65 years or over) will be able to contribute proceeds from the sale of their home to their superannuation fund under “Contributing the proceeds of downsizing into superannuation’ measure that became law in December 2017.

Strategic Financial Advice

Despite recent sharp falls in the Dow, it remains unlikely that the US is heading for a recession. This article examines the impact of the market correction in the US and the implications for Australia.

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.