Superannuation Archive

SMSF

Do you have a binding Death Benefit Notification (DBN) for distributing your superannuation benefits when you die? Here's what could happen if you don't.

Strategic Financial Advice

Are you 55 or over? If you are, stop what you are doing and read this article!

For all those under 55, please forward this to your 55 and over gang and please make sure they read this article!

Don’t just read this article – act on it! It’s one of those rare opportunities in life where it is possible to earn some extra cash – with no catches!

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.

Strategic Financial Advice

If you want to keep enjoying the flexibility and control of your self-managed super fund, you'll need to make sure your fund is compliant at tax time.

Strategic Financial Advice

 You've spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let's weigh up the alternatives so you can start to consider what may be best for you.

Strategic Financial Advice

As you get closer to retirement, you may be faced with a choice: whether you can afford a modest or comfortable retirement. But what is a comfortable retirement, and are you likely to be able to afford one?

Strategic Financial Advice

With important new deeming rules coming into effect on 1 January 2015, now is the time to review your superannuation and pension arrangements to ensure you don’t miss out on valuable Social Security entitlements. 

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.