SMSF Administration &
Accounting Services

Getting the right administration service for your SMSF is essential.
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SMSF Administration and Accounting Services

Do you want peace of mind with your SMSF administration?

Have you already experienced the serious problems of poor SMSF administration and accounting?

Leenane Templeton is a National SMSF Best Practice award winner and one of the leading specialist SMSF advisors in Australia. We provide a full SMSF service assisting across all areas of the funds administration including compliance within tax and super laws.

We can help with a full SMSF administration & accounting service and help you to identify the pitfalls of SMSF administration.  Other SMSF providers might not emphasise the importance or ongoing costs of SMSF administration. Our research has shown that you may be led to believe that annual administration for a SMSF is a standard service with very little variance in the inclusions and the price, this is certainly one of the biggest mis-conceptions within SMSF’s.

There are a variety of different options and pricing structures to consider.

Cheap alternative administration services often run a limited service and may even place restrictions on who you can invest with and in. The old adage “you get what you pay for” generally gives an idea of what you can expect in terms of service inclusions from a professional SMSF firm.

There are 3 main cost components within SMSF administration consisting of:

  • Processing the data for accounts, member statements and tax
  • Reviewing and rectifying the compliance, accounting and tax issues and managing the audit
  • Technical support during the year to maximise opportunities and minimise threats

Choosing the right SMSF administration package depends upon what’s right for your individual circumstances.

At Leenane Templeton we offer a full administration service.  We look at whether you need ‘end of year’ or ‘daily’ SMSF administration, the total range of services that you require and the best fit in terms of how you run your SMSF. We also build a strong relationship and complete understanding of your needs and offer superb value within your SMSF administration.

Example of additional services that we provide in comparison to a basic administration provider:

Administration Services Basic Provider LeenaneTempleton
Preparation of Annual Financial Statements  
Preparation of Income Tax Return  
Annual Audit  
Mail box for fund’s investment and tax correspondence
Daily Administration and Processing of Transactions
24 hours 7 days a week secure web access to the portfolio
Reduction of paperwork volume for the trustees
Freedom to conduct your own transactions
Identify compliance issues as they happen
Unlimited transactions
Automatic trust deed upgrades when laws change
Access to basic technical advice throughout the year
Act on your behalf to implement investment transactions
SMSF Audit

SMSF legislation continues to shift and trustees face strict penalties for compliance breaches. At Leenane Templeton we won’t take shortcuts or take risks with your future. Our specialist audit team provides a quality compliance solution that you can trust.
At Leenane Templeton we have specialist SMSF auditors accredited by the SMSF Association to ensure peace of mind that your SMSF is in good hands.

SMSF Best Practice Awards

Leenane Templeton is an award winning Self Managed Super Specialist company PLUS a licenced financial advisor thus ensuring that you receive a great all round service. Our Australian SMSF Best Practice Award and professional reputation proves that we are a firm you can trust.

Enquire To Receive Our SMSF Fact Sheets Today
For further information please feel free to speak directly with our team on (02) 4926 2300