How popular are SMSFs with Australian investors?

Our SMSF advisors have specialised in self-managed super funds (SMSF) since their inception 20 years ago. Today in Australia, there are over 6 million SMSFs totalling $750 billion in assets, making up almost one third of Australia’s total retirement funds.

Why consider a SMSF?

In our experience SMSFs are a popular choice with investors seeking:
– Control of superannuation – by combining family assets, making their own strategy and investment decisions.
– Choice – Choosing a wide range of investment options, including investment property.
– Flexibility – with investments, structuring, and tax strategies.

We offer an end-to-end SMSF service

Whether you’re just starting out with a SMSF or you have a SMSF and are looking for additional services we can help. We take the complexity out of managing a SMSF. Our team will help with SMSF establishment, administration, investments and SMSF strategies.

Award winning SMSF advisors

Our many awards are testament to the ongoing service quality and dedication of our experienced team. Leenane Templeton was winner of the ‘SMSF & Accounting Awards 2018″, Winner of the “SMSF Accounting Awards 2017”, Financial Planning Association “Best Practice Awards” 2013, SMSF Association “Best Practice” Award winner 2012. Many other awards have also been achieved over the past decade.
SMSF Accounting Awards 2020
SMSF Award winners in Newcastle
Best financial advisor in

Considering our SMSF services? Contact us today,

Call our team for a chat about your needs.