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Superannuation

Superannuation Tax and Accounting and SMSF accountants, Charlwoods in Dandenong can assist in SMSF administration, smart retirement strategies, superannuation legislation and family wealth succession to maximise your tax benefits and super.

Dandenong accounting firm, Charlwoods Accountants provide Self Managed Superannuation Funds (SMSFs) and full SMSF consultancy services. Our Superannuation Tax and Accounting services includes SMSF advice, setup and establishment as well as SMSF administration. We are experts in SMSF accounting, retirement strategies, family wealth succession and superannuation legislation and know how to maximise your tax benefits and superannuation.

SMSF establishment, compliance, advice and administration

Charlwoods Accountants and financial advisors provide full service SMSFs without restrictions. We’ll set up and establish your fund, complete your financial statements and annual tax returns. We can also track your portfolio’s performance and provide you up-to-date financial reports and advice.

We cover all areas of Superannuation, and in establishing and administering your SMSF including:

  • Superannuation consolidation
  • SMSF setup, compliance and independent auditing
  • Advice regarding compliance and investment matters
  • SMSF property purchase facilitation
  • Advice on how to achieve the maximum taxation benefits
  • Pension establishment
    • transition to retirement and
    • allocated pension establishment and advice
  • Advice on SMSFs and estate planning
  • Obtaining a trust deed and appointing trustees
  • Completing and lodging all necessary paperwork with the ATO
  • Registering a regulated fund to receive concessional tax rates
  • Prepare financial statements and your annual tax return.

Superannuation made super easy

Superannuation laws and regulations change constantly.  Charlwoods Accountants and financial advisors in Dandenong keep up-to-date with current issues in superannuation so you don’t have to.  We make the process of administering your superannuation, compliance matters, strategies and retirement planning as easy as it can be.  Our focus is your whole financial wellbeing.  We create solutions based on your entire needs, for now and for your future.

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