Callaghans

01/05/2026

📢 Attention SMSF Trustees — the landscape is changing.

The Division 296 tax means individuals with superannuation balances above $3 million could soon face additional tax. It's one of the most significant changes to super in years, and the implications for your SMSF strategy could be substantial.

Now is the time to be asking:

✅ How does Div 296 affect my SMSF balance and tax position?
✅ Should I be restructuring contributions or pension strategies?
✅ Are there assets inside my SMSF that need to be reconsidered?
✅ Is my SMSF still the right vehicle for my retirement goals?

At Callaghans, we specialise in SMSF strategy, financial planning, and accounting — all under one roof. Whether it's navigating Div 296, managing your annual SMSF tax return, or reviewing your broader investment strategy, we've got you covered!

📍 Based in Canberra | 💼 CFP-led advice | 🔢 SMSF accounting & tax

Don't wait until the rules change around you — let's get ahead of it together.

👉 Call us on (02) 6256 6000 or email [email protected]. We're happy to start with a no-obligation conversation.

27/02/2026

Our team - Chih Leong Tang & Daniel Conroy - has just returned from the SMSF Association National Conference in Adelaide full of fresh ideas and insights!

It was a fantastic few days immersed in the latest thinking around Self-Managed Super Funds - from regulatory updates and compliance changes to investment strategies and retirement planning best practices. Events like these are how we stay sharp and make sure our clients are always getting advice that's current, compliant, and genuinely in their best interests.

If you have an SMSF - or you're thinking about setting one up - now is a great time to make sure your structure is working as hard as it should be for your retirement goals.

We offer both SMSF Accounting and Financial Advisory services, so whether you need help with compliance, tax, or strategy, we've got you covered.

Get in touch with us today: https://www.callaghans.com.au/contact/

22/12/2025

As we approach the end of the year, we would like to take a moment to sincerely thank our clients and our team for your continued support, trust and hard work throughout the year.

To our clients, thank you for choosing us and for being a valued part of our community. We truly appreciate the opportunity to work with you and support you with your accounting, tax and financial planning needs.

To our staff, thank you for your dedication, professionalism and commitment. Your expertise and teamwork are what allow us to deliver the high standard of service we are proud of.

Please note that our office will be closing at 12:00pm on Tuesday, 23 December 2025, and will reopen at 8:30am on Monday, 12 January 2026.

We wish you and your families a safe and enjoyable Christmas and New Year and we look forward to working with you again in 2026!

28/11/2025

Heads-up for Australian super holders: from 1 July 2026, Division 296 brings a big change if your total super balance (TSB) exceeds $3 million. The reform will apply an additional tax on the portion of super earnings attributable to balances above that threshold - even if some of those funds are already in retirement phase.

If your total super balance is nearing or above this threshold, now is the perfect time to review your strategy and understand how the changes could affect you.

We have qualified financial advisers who can help you navigate these new rules and plan ahead with confidence.

Contact us on (02) 6256 6000.

16/09/2025

Our much loved Michael Williams Memorial Movie Night is back for 2025!

Join us for a fun night out for the screening of Good Fortune.

RSVP today to get your tickets, we look forward to seeing you there 😀

https://www.eventbrite.com.au/e/2025-michael-williams-memorial-movie-night-tickets-1677751191979?aff=oddtdtcreator

29/08/2025

Running your own super fund? Let’s make sure it’s done right!

Managing an SMSF can be powerful — but it also comes with strict rules and big responsibilities. That’s where we come in.

We are Canberra-based accountants specialising in SMSFs, helping with:

✅ SMSF tax returns & compliance
✅ ATO audit prep
✅ Advice on property & investments inside super

Whether you're due for a review, unsure about your investment strategy, or just want peace of mind — we’re here to help.

Contact us on (02) 62566000 to discuss your needs or visit our website for more information - https://www.callaghans.com.au/services/self-managed-super-funds/

Manage your retirement savings with confidence. Callaghans offers expert self-managed super fund advice and services in Belconnen, Canberra.

01/07/2025

It’s that time of year again – Welcome to Lodgement Time for the 2025 Financial Year!

We're excited to kick off another tax season, and this year brings a few key changes you’ll want to be aware of. Kylie White, one of our amazing Partners, has recorded a short video to walk you through what’s new:

Watch here: www.callaghans.com.au/resources/2025-tax-time/

To help you get organised, we’ve uploaded some handy resources to our website:
✅ A tax checklist
✅ A working from home fact sheet
✅ A guide on how to present your tax work

There are heaps of ways to get your tax work to us – online, by email, post, or in person. And yes, we can do everything electronically (it’s actually our preferred way – less paper, more speed!).

Need help or have questions? Just call or email us at [email protected]. We’re here to help.

Let’s make this your smoothest tax year ever!

As always, this is an exciting time of year for us. We can’t wait to get started but there are some important changes to be aware of for the 2025 Financial Year

21/03/2025

Unlock the Power of Self-Managed Super Funds (SMSFs)

Are you looking for greater control over your retirement savings and investment decisions? A Self-Managed Super Fund (SMSF) could be the key to taking charge of your financial future!

At Callaghans, we specialise in providing expert SMSF services to help you:

✅ Tailor your investment strategy to align with your personal goals
✅ Gain full transparency and control over your super
✅ Navigate complex tax structures and compliance requirements with ease
✅ Ensure your SMSF is set up and managed in line with the latest regulations
✅ Comprehensive administration and accounting services to ensure your SMSF complies with all regulatory requirements

Whether you’re starting an SMSF, looking for ongoing support, or need assistance with compliance and reporting, our team of professionals is here to help you every step of the way.

Callaghans is proudly partnered with industry leaders, including:

• Class Super: A leading SMSF software provider
• ASF Audits: The largest independent SMSF auditor, winner of multiple awards
• NowInfinity & Super Comply: Industry-leading SMSF compliance and legal template providers

Take the first step towards a secure and customised retirement strategy with Callaghans. Contact us today to learn more about how an SMSF can work for you!

Manage your retirement savings with confidence. Callaghans offers expert self-managed super fund advice and services in Belconnen, Canberra.

10/10/2024

Need help with your tax return? We're here to assist!

Our team specialises in advising on your tax return and ensuring that you get the best outcome.

Whether you're running a business, an individual, have a Family Trust, Self Managed Super Fund (SMSF) or have complex tax matters, we’ve got you covered.

Worried about the 31st of October deadline? Don’t worry—we can also help you as tax agents get an extra 7 months to lodge tax returns, giving you peace of mind, seek advice and time to sort things out.

📞 Contact us today to discuss your needs!

Committed to achieving our clients goals

24/01/2024

On behalf of Callaghans, you are cordially invited to the 10th annual Michael Williams Memorial Golf Day!

To join us for a fun day on the green please register using this link - https://callaghansforms.formstack.com/forms/golf_day_2024_registration