Leenane Templeton provides specialist advice on superannuation and are national award winners and accredited specialists in Self-managed Super Funds (SMSFs). Our team has extensive experience and knowledge in all aspects of superannuation fund.
Whilst we have a specialist SMSF team, we also recognise that a SMSF is not always the best tool to achieve your retirement goals. Our superannuation advisors will help to review your current situation, make sure you’re on track or look at other opportunities available to you.
We can help you decide whether your insurance is better inside or outside of your superannuation. Superannuation can hold temporary or permanent disability protection within the fund, which means the premium is paid from pre-tax employer or deductible member contributions.
If you’re over 60 you are still able to have full time, part time, or casual work and gain access to your pension’s tax advantages, including tax-free earning and tax-free pension income. The individual combination of salary and transition to retirement pension will depend upon a number of factors which we can help with.
Most superannuation funds are protected from creditors. Professional superannuation advisors providing superannuation advice and strategy.
Liability limited by a scheme approved under Professional Standards Legislation.
