Wealth creation that ticks all the boxes

SMSF management and regulatory compliance so you can grow your nest egg with confidence

A financially healthy retirement doesn’t just happen. It takes hard work, proper planning and having the best advisors.

For most of us, compulsory superannuation is the main channel for growing retirement income. This means growing this asset and protecting it in a controlled, tax-effective way is vital.

If you’ve been recommended by your licensed financial advisor to opt for a self-managed super fund (SMSF), you’ll already know that this can be flexible way to grow your assets with direct control over your investments. This might mean using retirement savings to fund investment properties or other direct investments. But it’s important to ensure your SMSF is appropriately managed and compliant with the SIS Act, including permissible investments, reporting requirements and more.


Make sure your SMSF management is above board

You can relax and spend your time planning all the amazing things you are going to do in retirement with Charltons on your team. We’ll take care of the financial management of your SMSF and ensure everything is compliant. This includes the transparent allocation of resources, as well as preparing comprehensive financial statements and tax returns so there’s a seamless audit sign off.

As well as making sure the regulations are met, we’ll also review your SMSF administration regularly to ensure all appropriate tax strategies are being applied so you get all the benefits you are entitled to. We’ll also work closely with your lawyer to make sure your estate planning is also tax effective.

And speaking of estate planning

As chartered accountants, we work with individuals, sole traders and little suburban cafes through to growing services businesses, large corporations and everyone in between. Charltons tailored approach, together with flexible fees and price packages, means we can adapt to your unique requirements.

Blending business, tax and financial knowledge for confident SMSF management and estate planning

Whatever stage of life you are at, Charltons can combine our knowledge of business, tax law and your financial circumstances to help you grow and manage your wealth with confidence. We’ll help you manage all compliance obligations and consider your full financial position to ensure you or your loved ones don’t get stung with an unexpected tax bill.

We can also advise you on other investment strategies like trusts to help you secure your financial position in a tax-effective manner. We’re ready to be your lifetime financial partner.


Make my finances future-ready

Send us a message or phone our friendly team on 02 8267 6666.