SMSF – Self Managed Superannuation Funds

Did You Know? SMSF numbers have tripled over the past two decades. At May 2024, there were over 616,000 SMSFs.  These SMSFs have over 1.148 million members and collectively held $932 billion (24%) of the $3.9 trillion in super assets under management, according to the ATO’s statistics.

The demand for SMSF Association Specialists continues to increase, particularly in light of strict trustee penalties.
Call and speak with our award winning Self Managed Super Fund accredited professionals for all of your SMSF needs. Quality advice and experience when you need it most. Call (02) 4926 2300.

 

Discover 10 Golden Rules for SMSFs

A great place to start before setting up a SMSF.

Why SMSF Set Up is NOT FREE

Have you got the best set up for your needs?

Compliance, Audits & Administration

Help with your SMSF annual compliance.

What is a Self Managed Super Fund?

Talk to our team to find out if it’s right for you.

Considering Property in an SMSF

Looking at an investment property in your super?

16 Points For SMSF Borrowing

Looking at borrowing in your Self Managed Super Fund?

Strategies Within Your Super

Investment strategies when you need it.

Advantages of a Corporate Trustee

What is it and why should you have it?

Speak today with one of Australia’s Top Self-Managed Superannuation Fund Advisors

There are advantages to self managed super funds, whether you are a young family or nearing retirement, but there may also be disadvantages of having an self managed fund particularly if it is not set up correctly or not right for your circumstances.  Our expert SMSF advisors are at hand to answer your questions and see whether a managed super fund is right for you and your situation. Whether you are looking to set up a self managed super fund or enhance your current SMSF administration or strategies our award winning specialists can help.

OUR PURPOSE

Everything we do at Leenane Templeton is based on our belief in making life better. To practically help people build wealth, financial security and plan for a great retirement.

OUR MISSION

To continually improve the financial wellbeing of individuals and business owners. We offer a complete range of quality SMSF financial services through our boutique firm of specialist advisors.

OUR VISION

To lead the way in sophisticated SMSF solutions, to be the best at what we do. To empower individuals to make better financial decisions for themselves and their family.

I am now retiring and I am able to do this comfortably, it's a thank you to you and your team for the advice & guidance I have received over 13 years. I truly cannot speak highly enough of Leenane Templeton.- Louise
Just to let you know that my little house settled today thanks to Andrew and Kerry for being so on top of establishing my SMSF - I really appreciate that you both went above and beyond to help me. It made it all worthwhile!!- John

Contact our Self Managed Super Fund specialists located at our Newcastle SMSF Head Office directly to discover the professional and personal difference of our services

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