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  1. Superannuation is not always included in your Will.

    Superannuation is not always included in your Will.

    Posted: August 16 2018

    Many people think that once they have a will every asset is taken care of. Superannuation differs from most other investments as it’s not necessarily distributed via your Will when you die. Ensuring the proceeds of your superannuation go to the person you want upon your death is relatively simple, yet often overlooked. You are […]


  2. Downsizing measure

    Downsizing measure

    Posted: July 16 2018

    In retirement, you may find that your home no longer meets your needs. You may want something smaller or more aligned with your lifestyle. In addition, you may wish to boost the sources of income (e.g. superannuation, and personal investments) that support you in retirement by investing, tax-effectively, a portion of the equity in your […]


  3. End of Financial Year checklist

    End of Financial Year checklist

    Posted: June 16 2018

    Whether you prepare your tax-return online yourself, or use the services of a qualified tax-agent, you can make the process of lodging your tax return a lot quicker and easier if you have all the receipts, tax invoices and documents organised. Here is a handy list to help you be more organised! General Previous Year’s […]


  4. Income Protection

    Income Protection

    Posted: May 20 2018

    What is it? An insurance policy that will protect 75% of your salary if you were unable to work due to sickness or illness. Ok, yes you have accrued sick days but do you have enough sick days to cover your income until you retire at age 65 or age 70. The Income Protection monthly […]


  5. Insurance Claim Payouts FY17

    Insurance Claim Payouts FY17

    Posted: April 16 2018

    This module is designed to show you how to plan for the unexpected. Many of us insure our cars, yet we neglect to insure our own livelihoods. Whether we have some kind of contingency plan or not, there’ll still be consequences if certain events occur. For example, if we were to die or be injured, […]


  6. Salary Sacrifice

    Salary Sacrifice

    Posted: March 2 2018

    You may have already heard of salary sacrifice, but do you know what it actually means and how to make the most of it? In our animation, we consider the tax-effective and wealth accumulation benefits of entering into a salary sacrifice arrangement with your employer. It is important to note that everyone’s financial situation is […]


  7. Personal Budget Calculator

    Personal Budget Calculator

    Posted: February 12 2018

    This is a comprehensive, yet easy to use, budget planner. You can input your income and expenses including rates, phone, insurance, super, loans and leisure, on a weekly, fortnightly, monthly or annual basis. You get provided with a summary report. Use our SPC Budget Planner.


  8. Will checklist

    Will checklist

    Posted: January 8 2018

    Estate planning is the planning you do in relation to the management and passing of your assets and liabilities upon your death. When you die, your assets will go somewhere, whether you have consciously planned it or not. The Will is the main document to facilitate the distribution of an individual’s assets. Below is a […]


  9. Happy Holidays from all at SPC

    Happy Holidays from all at SPC

    Posted: December 9 2017

    We wish you happiness and joy over this Christmas period May the New Year bring to you Peace and Prosperity From the team at Stephens Plattfuss & Co


  10. How to Protect your children with financial support?

    How to Protect your children with financial support?

    Posted: April 29 2016

    When a child falls critically ill, it’s common for parents to take time off work to support their child. It is often at this time they can experience financial hardship due to unplanned medical expenses. It’s comforting to know that there is protection and financial peace of mind for the whole family if a dependent […]


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Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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