Trustees Archive

Strategic Financial Advice

Your obligations as an SMSF trustee

A plain-English summary of SMSF trustee obligations: governing rules, sole purpose test, investment strategy, record-keeping, reporting and audits.

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.