Our Self Managed Super Funds Specialists offer a COMPLETE SMSF service including professional financial and investment advice.  From the initial free advisory session to ensure an SMSF is best for you, through to establishing the self managed super fund (whether a simple investment structure or SMSF borrowing for property investment).  We can also provide a full SMSF administration service helping with ongoing monthly compliance and administration including the accounts, SMSF tax return and SMSF audit.

Our team includes qualified and accredited self managed super fund specialists who can organise and manage all areas of your superannuation and investment needs.  At Leenane Templeton The Self-Managed Super Specialists we have SMSF products and tailored services that are designed to adapt to your needs.

It’s important that you find the best structure for your SMSF and our specialist advisors are here to help.  For a free initial discussion or meeting please feel free to call our SMSF services team to discuss your superannuation requirements on 1300 587 673.

Self-Managed Super Funds (SMSFs) can be a powerful vehicle for securing your retirement. They offer control, flexibility, and potential tax advantages, yet they also come with a certain level of complexity. This is where an SMSF Specialist can play a vital role. Let’s delve into the ways an SMSF Specialist can assist you in navigating the intricacies of managing an SMSF.

Understanding the Role of an SMSF Specialist

An SMSF Specialist is a professional with in-depth expertise and experience in the superannuation sector. They have a solid understanding of the regulations governing SMSFs and are skilled in diverse areas of SMSF management, such as setting up funds, investment strategies, compliance, auditing, and winding up funds.

How an SMSF Specialist Can Help

1. Establishing Your SMSF

Establishing an SMSF involves complex legal and financial processes, which an SMSF Specialist can navigate efficiently. They can guide you in understanding the responsibilities of being a trustee, assist in the preparation of the trust deed, and help with the registration process with the Australian Taxation Office (ATO).

2. Creating an Investment Strategy

A crucial part of running an SMSF is devising a sound investment strategy. An SMSF Specialist can assist in creating a tailored strategy that aligns with your risk profile, financial goals, and the fund’s liquidity needs.

3. Regulatory Compliance

SMSFs are heavily regulated by the ATO. SMSF Specialists keep up-to-date with the latest rules and regulations, helping you meet your fund’s compliance requirements and avoid potential penalties.

4. Taxation Advice

One of the key benefits of SMSFs is their tax advantages. An SMSF Specialist can provide advice on maximising these benefits while ensuring your fund remains compliant with tax laws.

5. Audit Assistance

Every SMSF must undergo an annual audit by an approved SMSF auditor. An SMSF Specialist can help prepare the necessary documents for the audit and ensure the process runs smoothly.

Frequently Asked Questions

Q: How can I identify a qualified SMSF Specialist?

A: Qualified SMSF Specialists often have specific accreditations, such as the SMSF Association’s “SMSF Specialist Advisor” accreditation. It’s also beneficial to look at their experience, client reviews, and continuous professional development.

Q: Can an SMSF Specialist help with estate planning?

A: Yes, an SMSF Specialist can guide you in establishing a sound estate plan that aligns with your SMSF, ensuring a smooth transition of your superannuation assets upon your demise.

Q: What other professionals might I need when running an SMSF?

A: In addition to an SMSF Specialist, you might need a tax agent, a financial advisor, an insurance advisor, and a legal expert, particularly for matters related to the trust deed and succession planning.