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.
The best way to learn all about SMSFs and how they work for you is to meet with one of our SMSF specialists, who will assist you in making the best possible decision for your financial future. Take charge of your superannuation with a Self Managed Super Fund, made easy with expert support and advice from the professional and friendly team at Charltons.
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.
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.