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TAX IS NOT SIMPLY ABOUT TAX RETURNS, IT’S ABOUT PLANNING TO SUCCEED

Each year we are required to prepare and lodge our income tax returns. In this we have little choice and say. However, we can have some say in the amount of tax (if any) we are required to pay. This can be achieved by undertaking some prudent and legal tax planning. Tax planning is simply smart business planning.

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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