OF YOUR FUTURE
We’ll show you how a Self Managed Super Fund can work for you.
Have the control and flexibility with a self managed super fund.
Superannuation is tax structure that allows you to accumulate wealth for your future. The benefit of a self managed super fund is that it gives the investment strategy and control over to you. Our small business tax champion Tanya Hofbauer is an expert in this field and can assist you with any of your enquiries around the establishment, operation and rules relating to self managed super funds.
Our small business tax champion, Tanya Hofbauer is qualified to offer superannuation advice to provide you with an effective superannuation strategy, helping you take advantage of the various concessions available to superannuation investments and cut through the confusing and complex superannuation legislation. Our Private Wealth Advisor, Darren Foster, can offer investment strategy advice and planning for self managed super funds.
Tanya is licensed under Capstone Financial Services to set-up self managed super funds as required under ASIC’s Regulatory Guide RG 146.
WHO ARE CAPSTONE FINANCIAL PLANNING?
Paris Financial is a Corporate Authorised Representative (No. 357928) of Capstone Financial Planning Pty Ltd, a privately owned and operated Australian Financial Services Licensee. Capstone Financial Planning are not owned by any bank, fund manager or financial institution. This association allows choice, flexibility and autonomy in our business transactions and allows a broad range of financial planning solutions to you, as clients.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke Street
Melbourne Vic 3000
Phone: 1300 306 900
AFSL/ACL No: 223135
ABN: 24 093 733 969