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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Failing to plan is planning to fail. Building a nest egg now will allow you to make choices later. Many clients have discovered the benefits and enjoy the flexibility of having their own Self Managed Superannuation fund. The tax concessions for superannuation are extremely generous and therefore superannuation is a very effective environment through which to build wealth.

Coleman & Associates are able to:
• Set up a Self Managed Fund
• Administer the fund on behalf of the Trustees
• Prepare the financial statements for the fund
• Prepare and lodge the income tax return for the fund
• Audit the fund

From an employers point of view we can also provide advice to ensure you meet your superannuation contribution obligations for your employees.