SMSF Accredited Advisors

Do you need SMSF advice?
Meet with one of Australia’s most recognised
SMSF advisors to discuss your needs.
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Down Arrow Glow - SMSF Accredited Advisors

Demand for SMSF Accredited advisors is increasing.

Call our award winning SMSF accredited professionals for all of your Self Managed Super Fund needs.
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.

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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.

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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.

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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 seek advice from a financial planner before making any decisions.

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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.

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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.  Please read more.

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Self Managed Super Funds now account for over 30% of the $1.85 trillion superannuation market in Australia.

Do you want to take control of your Self Managed Super Fund?

How you structure your super today will impact your future lifestyle in your retirement.
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

Speak with Andrew Frith one of Australia’s leading SMSF advisors.

What Our Clients Say

“Our first contact with the firm was when we were about to retire. Andrew Frith gave advice and set us up with a Self Managed Superannuation Fund.

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.”

Joy & Terry Wilton
Andrew has been SMSF advisor to both myself and my wife as we rolled our institutional superannuation into our own self managed super funds.

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.

John Watson

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.

Increasing Balances

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.

Call our SMSF team today on (02) 4926 2300