self managed super fund 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

Winding up an SMSF

Winding up an SMSF requires careful planning to manage assets, settle liabilities, and meet regulatory obligations. Here’s what trustees need to know.

SMSF

Acquiring collectibles inside your SMSF

Clients with self managed superannuation funds (SMSF) often ask what assets the SMSF can acquire.

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.