SMSF Investment Advisor

The Self Managed Super Specialists includes Financial advisors* and SPAA Accredited SMSF Specialist AdvisorsTM. Our CEO and investment advisor expert Andrew Frith will work with you closely to establish professional, financial advice and investment strategies. Andrew has 18 years experience in self-managed superannuation and financial planning.  Andrew has personally won many awards as an investment advisor specialist, including being in the Top 10 investment advisors Honour Role in Australia as awarded by Smart Investor (by examination).  Andrew’s 18 years of specialisation in self-managed superannuation is ably complemented by a team of qualified accountants.

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Advisory Service Offering

What Do Our Services Include?
Do you have lots of questions about your financial situation and don’t really know who to ask? Leenane Templeton The Self Managed Super Specialists Pty Ltd are here to help you. We will listen to your questions and give you the correct answer – even if it’s not really the one you want to hear. We are here to help you achieve your life’s aims and as your life changes we’ll help you plan to meet those changed circumstances.
 

Strategic Advice – By SMSF Specialists

  • We identify opportunities for you to make the most of your self managed super fund
  • Our award winning experts share their expertise and knowledge of taxation and superannuation with you
  • We give you advice on the most appropriate investments for you to meet your needs and make recommendations to ensure optimum performance for your fund*
  • Access to technical advice
  • We totally manage your investment portfolio for you – daily*
  • You have 24/7 online access to all your fund details so you are always informed
  • Telephone advice by SMSF Investment Advisor, experts during normal business hours
  • Your personal circumstances are reviewed in an annual meeting.
  • Your self managed super fund is reviewed in an annual meeting.
  • We tailor our services to meet your needs
  • Estate Planning*
  • Succession Planning
  • Caring, personalised SMSF advice

Speak with a Self Managed Super Investment Advisor Today

*These services are provided by Leenane Templeton Wealth Management Pty Ltd as an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934.  Also see our Financial Planning Website

 

For all your SMSF requirements call the self managed super fund specialists.