Case study | 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.

Purchasing property using your Self Managed Super Fund.

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. She then had the security of her business premises and tax savings as she provided for her future.

Converting Super Fund into pension phase.

A family owned business had a large income from their existing Self Managed Superannuation Fund. Charltons advised that our client was able to convert their fund into pension phase thereby saving approximately $150,000 per annum in tax.

  • 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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