It’s never too early to start planning for your retirement

As we live longer in today’s society a person can spend over 30 years in retirement. Superannuation is an important and effective tool to help towards your retirement strategy. Are you confident that your retirement funds will last or be enough for your lifestyle?

Our superannuation advice services.

Superannuation is the most tax-effective method of saving for your retirement. It is often one of the largest assets we have after property ownership. With so many superannuation options and complex laws, we offer a comprehensive superannuation service that can help with estate planning, insurances, personal strategies and advice, SMSF implementation and administration, taxation advice and more.

Superannuation strategies can take advantage of Transition to Retirement (TTRR) rules, Self-managed super funds (SMSF), salary packaging (also known as salary sacrifice), retirement income streams. insurances and a wide choice of superannuation.

Making contributions can also be a complex area with tax implications. Our advisors will help to review you and your family’s strategy for contributions including employer super guarantee contributions, employee salary sacrifice contributions, voluntary contributions and spouse contributions, as well as strategies for those self-employed and unemployed under the age of 65.

A self-managed superannuation fund (SMSF) enables control and choice over your super

Have you considered a SMSF? Our team of SMSF specialist advisors can provide advice on the benefits and risks of a self-managed super fund. We help to understand the complex superannuation law and implement personalised planning and implementation around SMSFs.

Investment strategies

Your Leenane Templeton financial advisor will take time to understand your financial situation, needs and objectives. We believe in forming a strong and lasting relationship with clients whilst helping during the different stages of life.

Financial advice when you need it.

Lonsdale

Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

Call our team for a chat about your needs.