Tax | 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.

Don’t exhaust your fund paying its taxes

Charltons have the best advice for your superannuation tax. We have multiple  tax specialists to ensure your Self Managed Super Fund is taxed correctly.

We make sure you are paying the correct amount of superannuation tax, and that all records relating to your SMSF are in order. Our excellent record keeping will allow us to prepare and lodge tax returns for your Self Managed Super Fund, and ensure your annual return is ready to go once the annual audit of your fund has been completed.

Your SMSF tax return is used to report super regulatory information and member contributions and to pay the SMSF supervisory levy.

If you need help with the taxation on your Self Managed Super Fund, make an appointment with one of our skilled tax specialists.

  • 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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