Anthony McPhee CPA

About Anthony McPhee – Experienced Tax and SMSF Specialist

With over 25 years’ experience in tax, Self-Managed Super Funds, business consultancy and valuations, it’s safe to say Anthony has a wealth of knowledge up his sleeve. For Anthony, it’s Carbon’s shared mindset of wanting to help clients grow and succeed that made him want to partner with Carbon.

Anthony’s passion lies in his ability to help guide his clients through their business journey, every step of the way. His extensive knowledge across multiple areas is key in how Anthony continuously adds value to his clients.

SMSF Specialist Advisor – Guiding You Through the World of Self-Managed Super Funds

A Self-Managed Super Fund grants you control over your fund’s investment strategy, offering greater flexibility for asset investment, retirement income options and estate planning. Whether you’re establishing a new fund or managing an existing one, Anthony focuses on simplifying the setup and ongoing management of your SMSF, making it easier for you.

As a leading specialist in the SMSF field, Anthony ensures that you not only understand and satisfy your SMSF’s reporting obligations to the ATO but also meet your responsibilities as an SMSF trustee. Anthony possesses a high level of technical expertise and keeps up to date with the latest legislative changes and superannuation strategies so that you don’t have to.

Business Consultancy and Valuations – Navigating Your Business Growth Journey

Anthony’s true passion lies in guiding clients through their business journeys, step by step. His extensive knowledge spans multiple areas, and he consistently adds value to his clients by providing strategic advice, structuring businesses for optimal tax planning and offering expert consultancy and valuations.

Taxation and Compliance – Your Trusted Tax Advisor

With Anthony’s in-depth experience in taxation and compliance, you can trust Carbon’s Accounting & Tax division to ensure your business remains compliant with tax regulations while minimising your tax liability. Anthony provides tailored solutions to meet your specific tax needs, helping you save money and reduce risks.

Strategic Advice – Crafting a Path to Success

Proactive business structuring and planning is the best practice for effective tax planning. Anthony excels at offering strategic advice to help your business thrive. We work with you to create a customised roadmap for success, ensuring that your financial strategies align with your long-term goals.

Business tip from Anthony

Always plan, but don’t be afraid to give things a go.

Get to know Anthony

Anthony was born in Brisbane and really enjoys golf when he is away from the office with a handicap of 5. Anthony is currently learning to speak Russian…Na Zdorovea (here’s to your health).