transfer balance cap Archive

Tax

Threshold for tax-free retirement super increases

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

The transfer balance cap – how does it work again?

Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.

SMSF

The 1 July 2021 superannuation changes

Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

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.