Superannuation Archive

Strategic Financial Advice

Explore how the 2025 Federal Election proposals could affect your tax, super, student loans, and home buying journey.

Tax

The transfer balance cap will increase to $2 million from 1 July 2025. Discover how this change to tax-free retirement super affects your plans, whether you're about to retire or already drawing a pension.

Strategic Financial Advice

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

Strategic Financial Advice

Understanding Age Pension assets is crucial for retirement planning. Learn the asset limits, reduction strategies, and how they affect your pension eligibility.

Strategic Financial Advice

Concerned about outliving your savings? Discover essential tips to ensure your retirement income lasts as long as you do. Learn how to plan effectively with superannuation, Age Pension, and lifetime annuities.

Strategic Financial Advice

Discover how the First Home Super Saver Scheme can help you save for your first home. Learn about eligibility, contributions, and the tax benefits that make home ownership more achievable.

Financial Updates

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

Small Business

Starting a new business in Australia involves navigating complex tax obligations. This guide provides an essential overview of taxes like GST, PAYG, and others to ensure your business complies and thrives from day one.

Financial UpdatesTax

Proposed Superannuation Tax Changes: Draft legislation increases tax rate on above $3m super balances. Those impacted should assess their personal impact. Stay tuned for updates.

Tax

On July 1, 2023, notable changes included an increase in the Superannuation guarantee, higher minimum wages, updated work restrictions for visa holders, expanded benefits for small businesses and families, and adjustments to pension and tax reporting requirements.

Small Business

This tax time, the ATO are introducing a super health check – 5 simple checks to help employees manage their super.

SMSF

Having a self-managed super fund (SMSF) can be an attractive alternative for managing your super because you get to make the investment decisions. However, there are other things you need to consider.

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.