Accounting | Charltons
Accounting & tax
Business Strategy
Self Managed Super
Tax Specialisation

A Self Managed Super Fund lets you design your future

A SMSF operates differently to other superannuation provisions, with the added benefit of fund personalisation and control. You can choose where your fund invests and guide it to make your future exactly what you want it to be.

Building the runway for your self managed super fund

Achieving the correct setup and administration of your Self Managed Super Fund is at the heart of ensuring your SMSF will run smoothly. Through the creation and maintenance of excellent records, we ensure that your SMSF always provides what you need. We build the runway so that your fund can take off.

In the development and setup of your fund, one of our accountants will work with you to give advice and to  inform  you on all aspects of the SMSF.  From then on we will  monitor your fund, and keep track of everything. We can also assist with the administration from  auditing your fund, to completing your tax return.

Just as we provide top quality bookkeeping services for our individuals and businesses, we also provide them for your Self Managed Super Fund. Keeping excellent financial records is vital to ensure you pay the correct level of tax, and are aware of all your transactions, contributions and expenses. Here at Charltons, to make your finances easier to manage we ensure all records are well kept and easily accessible.

  • Case study

    A hairdresser in a well established business was advised by the landlord that at the expiry of the lease he was planning to sell the premises and she would have to vacate. Our client desired to stay as she had built up a good client base. Charltons confirmed that the business premises could be purchased by a self managed superannuation fund by rolling over her industry fund balance for the deposit and borrowing the rest.

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