Estate planning | 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.

Build your master plan with Charltons

Charltons can help at every stage of your financial life, from the conception of your business to developing a plan for when you are taking a step back from the business world.

Charltons ensures that your Self Managed Super Fund is set up to benefit the people you want, and we are ready to assist in the creation of a personal plan for your estate so administration issues do not press upon loved ones during their time of grief. We collaborate with you to help you appoint the right trustees when planning for the future.

We can also help with the decision to transition into retirement, something that that requires careful planning. We can help make that transition smooth, with a focus on tax minimisation and asset protection.

  • 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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