Taxation of Individuals and Associated Entities


Charter Financial Services have the necessary expertise to prepare all statutory returns that are required by the Australian Taxation Office.


Our qualified personnel are updated with all the latest legislation by continuing professional development courses.

Charter Financial Services attend to the preparation of annual tax returns and the electronic lodgEment thereof for:

  •             Individuals

  •             Partnerships

  •             Trusts

  •             Companies


We also attend to the monthly or quarterly BAS / IAS returns as well as FBT and Payroll Tax returns when due.

Charter Financial Services through its expertise can assist in tax planning and minimisation of tax payable.


For more information or enquires contact, Barry Levin on (08) 9226 5123 or
click picture opposite for Barry’s Profile.