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How To Ensure A Swift And Successful Self-Managed Super Fund

October 2, 2020 No Comments

Self-managed super funds (SMSF) are a way to save for retirement. They are usually established by an individual or family as a means of looking after their own super savings. The operative word (or words) is self-managed. An SMSF needs to be managed in order for it to be successful. It shouldn’t just be left – that is not really different to putting money into an interest-bearing savings account. Here are some expert tips from Charter Partners for a successful

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calculating tax cuts in Australian recession

The latest tax cuts and how it will affect you in the recession

September 4, 2020 No Comments

With the recent news that Australia has officially fallen into a recession after two decades of profitable growth and the new announcements of tax cuts, accounting advice is more important now than ever. Speaking with the ABC, Treasurer Josh Frydenberg has announced proposed personal tax cuts being brought forward in the vicinity of $158 billion for Australians. While the cuts were scheduled for mid-2022, they have been brought forward to ease the growing financial tension on Australians and help to

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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/ ).Table of Contents Unit Trust – Introduction Closely Held Unit Trusts SMSF ‘In-house Assets’: Restrictions for Related Unit Trusts Non-geared Unit Trust Unrelated Unit Trust Other Considerations Conclusion

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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

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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

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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

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