Port Phillip Group

07/03/2026

Today, we celebrate the strength, resilience, brilliance, and heart of women everywhere. 💜

On International Women’s Day, we honor the women who lead, create, nurture, challenge, innovate, and inspire — in our homes, our workplaces, and our communities. We recognise the progress made, the barriers broken, and the voices that continue to rise.

To the women who came before us and paved the way.
To the women standing strong today.
To the girls dreaming of what’s possible tomorrow.

Your courage changes the world.

Let’s continue to uplift, support, and empower one another — not just today, but every day. Here’s to equality, opportunity, and a future where every woman and girl can thrive.

11/02/2026

Port Phillip group welcomes Zandra Mathieson to our team.

Zandra Mathieson is a member of Chartered Accountants Australia & New Zealand and joined the Port Phillip Group team in 2026. With 20 years of experience in the accounting industry, she enjoys working with a diverse range of clients and prides herself on providing trusted advice while building meaningful, long-term relationships. Over her career, Zandra has developed broad, well-rounded expertise across all areas of accounting.

On a personal note – “If I’m not spending time with my husband & our American Bulldog, JJ, you can find me at the beach, cooking (Italian is my go to), exploring wineries, or at the footy cheering on the Mighty, Fighting Hawks.”

21/01/2026

Port Phillip Group will be closed for Australia Day on Monday 26th January

10/12/2025

Merry Christmas and a Happy New Year from everyone at Port Phillip Group.

We will be closed for the holiday period from 5pm Thursday 18th December and reopen at 9am Wednesday 7th January.

29/10/2025

22/10/2025

Please note our administration office will be unavailable between 9.00am and 2.00pm on Thursday 23rd October. Our accountants are available via email or by calling their direct phone line, which is located within their email signature bar.

15/10/2025

Thinking about using your SMSF to invest in property? With the right structure, your SMSF can borrow to invest. To find out more read the article here.

Thinking about using your SMSF to invest in property? With the right structure, your SMSF can borrow to invest. The key is using what’s called a Limited Recourse Borrowing Arrangement (LRBA). An LRBA can help grow your retirement savings, but it also comes with some important rules and risks. What...

16/09/2025

If you’re aged between 67–75 and want to claim a tax deduction for a personal super contribution, you must meet the work test (or a one-off work test exemption). To find out more about this read the article here.

If you’re aged between 67–75 and want to claim a tax deduction for a personal super contribution, you must meet the work test (or a one-off work test exemption). The work test requires that, at some time in the financial year, you were gainfully employed for at least 40 hours in any 30 consecuti...

18/07/2025

Many grandparents wonder if they can leave their superannuation to their grandchildren. Superannuation, or "super," is a key part of retirement savings in Australia, and its rules can be tricky. So, can a grandparent pass their super to a grandchild? The short answer is – rarely. But there is a solution. Find out more here.

Many grandparents wonder if they can leave their superannuation to their grandchildren. Superannuation, or "super," is a key part of retirement savings in Australia, and its rules can be tricky. So, can a grandparent pass their super to a grandchild? The short answer is – rarely. But there is a so...

13/02/2025

Most people know that if you inherit a person’s home and sell it within two years of their death, it can be exempt from capital gains tax (CGT). However, there is another way to get a full CGT exemption on an inherited home - if a “relevant” person occupies it as their home from the time of the deceased’s death until its later sale (or other transfer or disposal). Find out more here.

Most people know that if you inherit a person’s home and sell it within two years of their death, it can be exempt from capital gains tax (CGT). However, there is another way to get a full CGT exemption on an inherited home—if a “relevant” person occupies it as their home from the time of [....

06/02/2025

Billions of dollars in downsizer super contributions have been made since its introduction in 2018. Downsizer contributions are popular, but three common misconceptions keep them from being more so. Find out more here.

Introduction Downsizer super rules allow people aged 55 and over who sell their home to contribute up to $300,000 into super. The rules say that you can be too young to make the contribution, but you can never be too old. This is why people who usually can’t make contributions due to their age lov...

24/12/2024

Wishing you a very Merry Christmas and a happy New Year🎉
From the team at Port Phillip Group