Newcastle Self Managed Super Funds

Did You Know?   An average of 2,124 new SMSFs are set up every month and SMSFs now account for 30.41 per cent of the $1.85 trillion superannuation market in Australia. There are more than 1 million SMSF trustees in Australia with the average total balance of an SMSF as $1,056,552.  SMSF balances have increased by 28 per cent over the past six years.  By 2033, Deloitte research projects SMSF assets alone to total $2.23 trillion.* The demand for SPAA-accredited SMSF Specialists continues to increase, particularly in light of strict new trustee penalties. Call and speak with our award winning SMSF and SPAA-accredited professionals for all of your SMSF needs. Newcastle Self Managed Super Funds quality advice and experience when you need it most.

Newcastle Self Managed Super Funds Accountants

How Can We Help?

Leenane Templeton offers a wide variety of expert SMSF advice from its award winning SMSF Specialists.  Our SMSF services are amongst the best in Australia and include SMSF set up, SMSF structuring, SMSF borrowing, investments, administration, audits and compliance. Our self managed super fund team are accredited as SMSF Specialists by SPAA (SMSF Professional Association of Australia) with top SMSF adviser Andrew Frith having won the Australian Best Practice for SMSF in 2013. Check Out Our National SMSF Advisory Site:

Are you considering SMSF borrowing?

Our Chief Executive Officer and SMSF Specialist Advisor TM Andrew Frith is a leading expert at borrowing within self managed super funds.  There are a variety of SMSF considerations and structuring for the trustees looking at self managed super funds borrowing strategies to decide upon when buying property or borrowing through a superannuation fund. The rules for self managed super funds borrowing are strict and it is important that you speak with a professional self managed super funds borrowing specialist.  We recommend that you use a SPAA accredited SMSF Specialsit AdvisorTM. Please feel free to call our team in order to receive our many fact sheets about property investment within a self managed super fund and the requirements of borrowing within a SMSF.  We have vast experience helping to establish self managed super funds for property investment and administration, accounting and auditing for such funds.  We can also help to review your SMSF strategy.

Newcastle SMSF Accountants

Newcastle Self Managed Super Funds Advisors


Considering a SMSF Property Investment? Changes to superannuation legislation now allows a self managed super fund to borrow money for investment into real estate. Owning a property within your SMSF can be significantly more tax effective than a property investment in your personal name.

A few benefits of buying property within your SMSF;

  • Zero capital gains tax when you sell the property in retirement
  • Zero income tax on rental income on retirement
  • The loan is paid off using super contributions and rental income
  • Assets in the SMSF are secure

A few SMSF property investment strategies to consider:

Make your property purchase an investment decision not an emotional purchase

  • Buy a property you can afford in a proven location that you know
  • Buy a property type that will be in constant demand
  • Consider the future geographic and demographic demands and trends
  • Property is generally a high capital growth and low yield investment
  • Consider the land appreciation and its impact on long term capital growth
  • Plan for future market trends – the ups and downs
  • Use a team of independent advisors to help with your decision making

Using a SMSF Specialist Advisor TM:

There are many rules and regulations around this subject area including not being able to use the investment property held by your SMSF for private purposes. It is important that you acquire up to date advice. Please speak with our SMSF Specialist AdvisorsTM for further information. Contact Leenane Templeton for further information on these strategies. Call our Newcastle Self Managed Super Funds Team on 1300 587 673  





*Information from the SMSF Professionals’ Association of Australia (SPAA) 2014 Yearbook, page 31 – sources from; APRA Statistics, Quarterly Superannuation Performance March 2014; Deloitte Dynamics of the Australian Superannuation System – The next 20 years 2013 – 2033; Australian Taxation Office’s March SMSF Statistical Report, Macquarie/SPAA 2014 SMSF Service Model Report.