SMSF SetUp

We tailor our self managed super fund setup to the needs of your individual situation.  Our Self Managed Super Specialist Advisor Andrew Frith would be delighted to offer you a complimentary meeting to discuss setting up a Self managed super fund for you. Andrew takes pride to ensure that a SMSF is the right vehicle for your current financial situation before helping to your self managed super fund setup in the best possible way.

At Leenane Templeton The Self-managed Super Specialists we have a variety of flexible packages to ensure that you have the best SMSF setup for you. Whether you are just looking for a basic self managed super fund setup or wish to have administration and smsf investment strategy plans we can help. We lay the foundations of a successful retirement savings and estate planning vehicle.

We would be delighted to offer a free discussion to ensure that a self managed super fund is right for your needs. We can help to ensure you have the most suitable trust deed and recommend setting up a self managed super fund with a corporate trustee due to the many advantages. Our SMSF setup advisors will help to structure your self managed super fund setup in the best possible way for your family and financial future.  

Many of our team are SPAA accredited SMSF Specialist AdvisorsTM and SPAA accredited SMSF Specialist AuditorsTM and have exceptional knowledge and experience to help with your financial success.

 

Setting up a Self Managed Super Fund

There are many ways we help our clients including:

  • SMSF Trustee company incorporation
  • New SMSF fund establishment including deed preparation and ATO registration
  • Daily administration and compliance management to new and existing funds,
  • Or alternatively, we offer year end compliance only
  • Daily SMSF Portfolio Administration Services
  • Preparation and lodgement of your annual financial statements
  • Financial and compliance audit services
  • Actuarial certifications
  • Documentation and implementation for benefit and all pension payments
  • Self managed super funds Trust Deed Upgrades
  • Self managed super fund setup
  • SMSF Strategic Technical Advice

 

Call our Self Managed Super Fund SetUp Team Today

Call our SMSF setup team today to discuss your SMSF opportunities on 1300 58 76 73 or email 

More details on setting up a self managed super fund

 

Self Managed Super Fund Setup

 

Self managed super fund setup by professionals