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In recent times more and more Australians are opting to seize control of their Super and reap the financial benefits offered through self-managed super funds (SMSFs). Whether your aim is to nurture your savings or grow your super, personalised SMSFs can be implemented with a suitable strategy to help you meet your goals. Our team of specialists can help get your super to work for you.

We can help you maximise the performance of your fund as well as ensure your SMSF is operating in accordance with the complex superannuation and tax laws that govern them so you are free to enjoy the benefits.  

Why choose a self-managed super fund?

The benefits of SMSFs are commonly spoken about but what exactly are these benefits and what do they mean for you? Let’s break them down.

  • Lower fees

In comparison to traditional institutionally managed superannuation funds, which charge maintenance fees as a percentage of your Super fund balance, SMSFs fees won’t increase as your portfolio grows.

  • Flexibility of investment choices and asset selection

Through SMSFs you get to decide how to use your money. Whether that be purchasing property, investing in shares, managed funds, term deposit etc.  By providing this control over your investments you have the ability to adjust the risk profile of your SMSF to suit your lifestyle.

  • Have up to 4 members

SMSFs allow you to have between 1-4 members. This allows individuals with similar financial interests to pool their resources to create a mutually beneficial SMSF. For example a family unit such as parents and adult children.

Why choose Stephens Plattfuss & Co for your SMSF?

SMSFs offer many incentives to invest resources at a lower tax rate and as such they are governed by stricter and more complicated tax laws. Breaches of these laws have serious consequences which is why it is important to have a team of specialists to ensure that your SMSF is compliant. These regulations make choosing both an effective investment strategy and an effective taxation strategy a challenge.  Here at Stephens Plattfuss & Co we have a dedicated team of SMSF specialists who are able to guide you through these challenges and offer comprehensive support services.

As Stephens Plattfuss and Co is a boutique firm located in Bayside, Melbourne we are uniquely approachable. We are client focused and are happy to answer your SMSF questions throughout the year as queries arise, not only at Tax time.

Here’s how we’ll help:

  • We will review your existing superannuation funds and work with you to set-up your new SMSF;
  • We will assist you in understanding the obligations, benefits and responsibilities of an SMSF structure;
  • We will help plan for your retirement by providing current and tailored advice on the best way to utilise your resources to get the most of our your savings;
  • We will ensure your SMSF is compliant with all current tax legislation and notify you when relevant tax laws change;

Call 03 9559 0300 to discuss your self managed superannuation fund today

Or use our online contact form

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.

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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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