Demand for SMSF Accredited advisors is increasing.
Ongoing quality advice and experience when you need it most.
Property in SMSF
You can buy a property through a self managed super fund, however there are a variety of restrictions, rules and considerations before buying a property. See our SMSF borrowing information.read more
SMSF Investment Strategy
Our leading specialist and financial planner Andrew Frith will review your investment needs and advice. Andrew is the winner of many state and national awards within financial planning and Self Managed Super Fund.read more
SMSF Set Up
Setting up a self managed super fund can be a complicated challenge, with many rules and regulations to adhere to. Our SMSF Specialist advisors™ are at hand to help throughout the process.read more
10 Golden Rules For SMSF
Our 10 golden rules are a great place to gain a basic understanding of Self Managed Super Funds and the roles and responsibilities of trustees. Please contact our team for the fact sheets and seek advice from a financial planner.read more
SMSF Admin & Audit
Our SMSF administration team includes experienced accredited SMSF Specialist Advisors™, accredited SMSF Auditors™, chartered accountants and tax specialists at hand to handle any challenges.read more
Corporate Trustee Advantages
A Self Managed Super Fund can either have a corporate trustee or individual trustees. We generally recommend a corporate trustee rather than individual trustees due to the many advantages. Contact our team for the fact sheets.read more
Do you want to take control of your Self Managed Super Fund?
Self Managed Super Funds have become a favourite with over 1 million Australians and a self managed super fund gives you and your family (up to 4 trustees) more control over your superannuation and a wider range of investment options.
We Help You
Get control of your super
Reduce your work load and stress
Accounting and legal compliance
Minimise your risk
Maximise your investment returns
Implement effective tax strategies
Have peace of mind
What Our Clients Say
We are very happy about the efficiency with which this was set up and the ongoing performance of our fund. The way Andrew first sought our investment style and goals we had for our fund was excellent.
The Self Managed Super Fund was set up and continues to run with little input from us which gives us plenty of time to enjoy our retirement.”
In all our dealings with Andrew we have been impressed with his professionalism and knowledge. and ability to explain things to us in plain English. Nothing has been too much trouble to him, even after hours and on weekends, whenever we have had any questions on our super funds or looking for financial advice.
We have recently moved our existing super funds into pension funds on Andrew’s advice, continuing to top up our Self Managed Super Funds while we are still working.
We have no hesitation in recommending Andrew to our friends – our only regret is that we did not talk superannuation with Andrew much earlier.
KNOWLEDGE, EXPERIENCE AND BEST PRACTICE WITHIN SMSF.
1 Million SMSF Trustees
There are more than 1 million SMSF trustees in Australia with the average total balance of a SMSF as $1,056,550
$2.23 trillion SMSF assets!
By 2033, Deloitte research projections indicate that SMSF assets alone will total $2.23 trillion.
SMSF balances have increased by 28 per cent over the past six years.
Who is Leenane Templeton?
Leenane Templeton The Self-Managed Super Specialists is headed by National SMSF award winner Andrew Frith, Andrew also being one of Australia’s leading SMSF Advisors. Located in our Newcastle office our team have helped SMSF clients across Australia for the past 15 years.
Our team consist of financial planners, chartered accountants and SMSF Association Accredited Specialists offering a full range of support.
We provide SMSF services from our Newcastle head office including SMSF setup, SMSF administration, structuring, tax, audits, borrowing strategies and much more.
Who is the SMSF Association?
Leenane Templeton has been an advocate of the The SMSF Association (previously called SPAA) since 2003. It was established to lead the professionalism, integrity and sustainability of the Self Managed Super Fund market. It believes in improving the quality of SMSF advisors through training and accreditation.
It insists on tight controls and providing accurate and appropriate information to trustees to ensure that self managed super funds continue to provide their promised benefits. For more information visit the SMSF Association website.