Superannuation Fund Archive

SMSF

Warning on SMSF asset valuations

Navigate the complexities of SMSF asset valuations with ease. Our guide helps you comply with ATO standards and secure your investments.

SMSF

$1.6 Million Pension Cap for SMSF’s

Now that the proposed $1.6 million pension transfer balance cap is law, I thought it best to explain.

Strategic Financial Advice

Estate Planning: Making sure your money goes where you want it to

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die

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.