Accounting, Taxation, SMSF & Mortgage Broking
Our tech-savvy team of accountants harness the latest accounting software to deliver advanced SMSF, taxation, business and accounting services and mortgage broking, setting the benchmark for innovation and efficiency on the Central Coast.
Financial Planning & Personal Insurance
Our financial planners are experienced and knowledgeable and are committed to building strong client relationships and guiding individuals towards secure financial futures. We also assist and organise your personal insurances, giving you peace of mind.
The CFG Difference
Accounting Pricing Packages
Small Business Compliance Package
Our fixed monthly fees start at $300 + GST
This includes:
- Xero subscription
- Coding and reconciling receipts in Hubdoc
- Basic Xero reconciliation
- Basic payroll
- Reconciling customer deposits
- Processing superannuation
- Workers Compensation Declaration of Actual Wages
- LSL
- Taxable payments annual reports for sub-contractor payments
- Preparing and lodging BAS
- Preparing and lodging end-of-financial-year financial statements and tax returns
- Tax planning preparation and meeting
- Annual accounts review meeting
- Advice as is required by phone, zoom or email
Established Business Package
Customised price based on the complexity and size of your business
This includes:
- Complex payroll
- Coding and reconciling receipts in Hubdoc
- Basic Xero reconciliation
- Reconciling customer deposits
- Processing superannuation
- Workers Compensation Declaration of Actual Wages
- Taxable payments annual reports for sub-contractor payments
- Fringe Benefits Tax
- Payroll tax
- Home warranty reporting
- Preparing and lodging BAS
- Preparing and lodging end of financial year financial statements and tax returns
- Advisory services
- Advice as is required by phone, zoom or email
- Tax planning preparation and meeting
- Annual accounts review meeting
- Advice as is required by phone, zoom or email
Coleman Financial Group Services
Our team of accountants can assist you by using our advanced accounting software to offer the most ideal advanced SMSF, accounting, taxation & business services on the Central Coast.
Our financial planners are committed to building strong client relationships and guiding individuals towards secure financial futures. Whether navigating life changes like divorce, managing estates, or adapting to shifts in health or employment, we provide support and tailored solutions.
Our mortgage broker isn’t affiliated with any banks ensuring you get the right lending for your circumstances.