smsf Archive

SMSF

If you are waiting for the superannuation reforms announced in the Budget to pass Parliament before working out what they mean to you, you might miss out on any opportunities available.

Strategic Financial Advice

Want to see your super grow faster? Here’s how you can — by choosing what happens to compulsory contributions from your employer. Make the super payments from your employer go further by choosing an investment strategy that suits your stage of life and retirement goals.

Strategic Financial Advice

The government has announced changes to three key 2016 Federal Budget proposals—the most significant being that it would not go forward with its proposal to introduce a $500,000 lifetime cap on non-concessional (after-tax) super contributions.

SMSF

Self-managed super fund (SMSF) has the words "self managed" in it but you don’t have to do it all yourself and if you are busy it is usually counter productive and just plain bad strategy to do it alone. A recent Investment Trends report suggests around 40 per cent of SMSF owners seek advice from a financial adviser and close to 100 per cent use an accountant or specialist administrator to assist with the compliance obligations such as tax returns, minutes, member statements, managing contributions and pensions.

SMSF

Retirement and superannuation are always a topic of conversation for our small business clients. Paris Financial are pro-active in our approach with our small business owners and through discussion and planning we can advise our clients on how they can utilise the small business “retirement exemption” to make up to $500,000 in additional superannuation contributions and also save on tax.

SMSF

Reducing your tax exposure, maximising the opportunities available to you, and reducing your risk of an audit by the regulators is in your best interests. With the end of the financial year fast approaching, this update will help you do exactly that:

SMSF

How good are Franking Credits in a Super Fund? Surely Franking Credits in Pensions are NOT fully refundable?

Strategic Financial Advice

Australians are enjoying longer and more active retirements than ever before, so what can you do to help make sure your money lasts?

SMSF

The government's response to the Financial System Inquiry (FSI) was released today. It is good news for SMSF Borrowing!The full text of the government's response is available at the Treasury website.

SMSF

Australians have a love affair with property with many of us owning an investment property in addition to our primary home of residence.  This love affair has continued in recent years with a number of Australians setting up a self managed superannuation fund (SMSF) in order to invest in property.

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.