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For more than a decade Self-Managed Super Funds (SMSF’s) have been the fastest growing sector of superannuation. In Australia there are over 1 million people who have made the step to control their own super and setup their own SMSF.

An SMSF allows you, the trustee, to take responsibility for managing the investment strategy for the fund as a whole. This allows you to take control and create a superannuation investment portfolio that meets the exact needs of all members.

SMSF services we can offer

  • Superannuation Consolidation
  • Insurance inside your SMSF
  • SMSF financial and investment advice
  • SMSF property purchase
  • SMSF investment loans
  • SMSF Setup
  • SMSF Administration

SMSF Disclaimer:
For many people , the cost of running a SMSF can potentially be significantly lower than that of an alternative retail, industry or other commercial super fund however it may not be appropriate for all investors due to the responsibility and time involved in managing an SMSF. SMSF are not always cost competitive for lower balance accounts.


Disclaimer
The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
Email: [email protected]
Website: www.centrepointalliance.com.au
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STEPHENS PLATTFUSS & CO

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client focus and a strong expertise in tax,
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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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