Coleman & Associates is a One Stop Financial Advisory practice for individuals and small business. We seek to provide clients a complete financial solution for their taxation, and financial affairs. Our 5 step plan ensures that you are on the right path to financial success. 1. Tax & Business Management, 2. Debt Management, 3. Investment Advice & Management, 4. Superannuation & Retirement Planning and 5. Risk Management. We also specialise in home loans, self managed funds, Business Advisory and Support and Business/Commerical Loans.

Taxation

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Individual Business

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The Corporations Act 2001 imposes heavy penalties for non compliance. The requirements for maintaining a company structure can be demanding and complex. In addition, the increased emphasis on Corporate Governance has added to the administrative burden of managing a company.

Coleman & Associates offer the following services to allow our clients to focus on running their business rather than the administrative tasks required to comply wit the Corporations Act 2001.

• Company Secretarial Service
• Professional Director Service
• Lodgement of notices required by Australian Securities and Investment Commission.
• Corporate governance Advice.

If you require a business structure looking to re-structure your business Coleman & Associates can arrange to set up:

• Company Structure
• Discretionary Trusts
• Unit Trusts
• Self Managed Superannuation Funds.