Charter Partners

Blog

SMSF Investing In Unit Trusts - Charter Partners In Brisbane

SMSF Unit Trust Investments

August 10, 2019 No Comments

A brief overview of the ways an SMSF may utilise the popular investment vehicle the unit trust to invest and hold the assets of the fund. Here is the Charter Partners take on a recent article by Dan Butler (DBA Lawyers) recently published in Self Managed Super Magazine (full article see https://smsmagazine.com.au/news/2019/08/05/smsf-investments-via-unit-trusts/ ).   Unit Trust – Introduction Unit Trusts are an investment vehicle that allows for multiple investors to share ownership of a specific investment or portfolio of investments

Read More »
Anthony McPhee 21 Years Celebration - Charter Partners In Brisbane

21 Year Celebration – Anthony McPhee, much more than just a mild-mannered accountant.

July 5, 2019 No Comments

Many of you would have seen that Anthony McPhee, the Managing Principle here at Charter Partners, celebrated 21 years of service at Charter Partners on 24 June 2019. During that time Anthony has overseen a lot of changes within the business and the industry. Significantly, he has been instrumental in driving a 400% increase in the revenues of Charter Partners, since becoming a partner in 2000, which has seen staff numbers grow from 10 to 40. Most of this growth

Read More »
EOFY

11 Steps to help make the next Financial Year for your business a good one.

June 25, 2019 No Comments

We are all familiar with New Year’s resolutions. Time to reset and get ready for the coming year. Well as small business owners the End of Financial Year (EOFY) provides a similar opportunity to review the status and reset the direction of your business. To help jumpstart this process, CPA Australia has put together a list of 11 resolutions that all small businesses would be well served by. Charter Partners is a strong advocate for this type of planning for

Read More »
Workers renovating apartment

Property Renovations: 5 tax tips to maximise profits

June 5, 2019 No Comments

Renovating properties is clearly a popular way for many people looking to increase the value of a property they own. How popular? Well, a simple google search of “property renovation tips” returned 50,400,000 results. People really see the need to get great information on tips and the latest trends. We certainly agree that it is important to get expert advice on the “how to” when it comes to renovating and Google may well be a great starting point. But let’s

Read More »

Federal Budget 2019-20 Update

April 3, 2019 No Comments

Happy Budget! Charter Partners has compiled this guide to the 2019-20 Federal Budget which was handed down last night by the Treasurer Mr Josh Frydenberg identifying the issues that are likely to affect our clients. This report contains a highlights section (like the cheat sheet for an exam or a Shakespeare play – remember the “old School Days”) and the “nitty gritty details” for those who like to get down and dirty. Charter Partners acknowledges both CPA Australia and Wolters

Read More »
People Looking at Strategy Graphs

5 Steps to Future Proof Your Business

September 19, 2018 No Comments

Does this sound familiar? You’re lying in bed in the early morning checking the news before you get up and you read an article about a medium enterprise that was subject to data theft. You remind yourself you must revise your cybersecurity strategy. In the car on the way to work, you hear on the radio about an innovation that will make a whole line of products redundant overnight. This prompts you to read that newsletter, you subscribe to, to

Read More »