Self Managed Super Funds

The SMSF sector in Australia is nearly a third of the whole superannuation market and has a value of $507 billion!  Self Managed Super Funds allow you to have a unique strategy to achieve you and your family's retirement, lifestyle and estate planning goals.   The Self Managed Super Specialists Pty Ltd* is one of the countries leading Self Managed Super Funds Specialists, and can help you with ongoing self managed fund investment strategies, full self managed super fund set up,  advice, daily SMSF administration* and SMSF financial strategies.

10 Golden Rules for Self Managed Super FundTips for buying property in Self Managed Super FundSMSF trustee

 

Looking for a Newcastle Self Managed Super Funds Specialist?

Leenane Templeton's other business called The Self Managed Super Specialists Pty Ltd  is one of the foremost experts in Australia, located in Newcastle. For details about this business please visit the links from our websites below.

www.self-managedsuperfund.com

 

Call our Newcastle self managed funds specialist advisors now

on (02) 4926 2300 for a free initial consultation. 

Australians can decide where to put their personal super contributions whether in an independently managed superannuation fund or by setting up and managing a self managed fund (what is also known as a DIY superfund or SMSF).  The key differences between the two are that members of a self managed fund are also trustees and can control where their contributions are invested and when the benefits are paid, as long as you comply with the superannuation law.  In order to set up a SMSF / DIY super fund you should meet with a licensed financial planner ideally with specialist SMSF experience. They will help you to decide whether self managed super fund is the best for you and show you how to set up a self managed fund.

Our Newcastle Self managed super funds team can help with:

  • Investigating whether a SMSF is right for you
  • Looking at the advantages and disadvantages of a SMSF
  • Setting up a self managed super fund
  • Running a self managed super fund
  • Owning a self managed super fund
  • Self managed super fund rules
  • Auditing a self managed super fund
  • Self managed super funds strategies
  • Self managed super funds investments
  • Self managed super fund investment style
  • Buying property through self managed super funds
  • Self managed super fund audits
  • Self managed super fund trading strategy
  • News for self managed super funds
  • Thinking about a self managed super funds
  • Winding up a self managed super fund

Using The Self Managed Super Specialists Pty Ltd's unique administration service* relieves trustees of the compliance and administration burden*, allowing more time to focus on the fund's investment performance.  Our Newcastle Self Managed Super Fund team are located at our head office on King Street and offer:

  • Daily SMSF Administration*
  • SMSF Compliance Management*
  • 24/7 Online SMSF access to your investment portfolio – updated daily
  • Preparation of SMSF Annual Financial Statements*
  • Financial and SMSF Compliance Audits*
  • Tailored SMSF packages encompassing live deed upgrades and tax audit insurance*
  • Access to SMSF qualified, experienced, award winning self managed super fund experts.

 

Self Managed Super Funds

Call our expert team on

02 4926 2300

* Self managed super fund services are provided by our sister company The Self Managed Super Specialists Pty Ltd.  Lonsdale Financial Group ABN 76 006 637 225 AFSL 246934 is not responsible for the services completed as daily SMSF administration, administration services,SMSF compliance. This service is provided by Leenane Templeton; The Self Managed Super Specialists Pty Ltd. We do not warrant the accuracy, completeness or adequacy of the service. You should make your own enquiries before entering into any agreements with Leenane Templeton; The Self Managed Super Specialists Pty Ltd