Coleman Financial Group

SMSF Compliance Experts

smsf accounting services

The SMSF Experts

At Coleman Financial Group, our team of SMSF specialists makes setting up and managing a self-managed super fund (SMSF) simple and stress-free. SMSFs offer greater control and flexibility over your retirement savings, allowing you to invest in assets like shares, commercial property, and cash. However, this control comes with added responsibilities, including staying up to date with changing regulations, maintaining accurate records, and ensuring proper fund administration.  With expert guidance and careful planning, we help you avoid costly mistakes and stay compliant with the ATO.

Our Specialist SMSF Compliance Services

Establishment of a Super Fund

We can guide you through the entire SMSF setup process from registering your fund and preparing legal documents to ensuring full compliance with ATO regulations, making it simple, fast, and stress-free.

Annual Accounts and Returns

We handle the preparation of your SMSF’s annual financial statements and lodge your tax return, ensuring full compliance with all relevant super and tax regulations.

SMSF Audit Assistance

We coordinate with independent auditors and ensure your SMSF records are accurate, complete, and fully compliant to streamline the audit process and avoid costly issues.

Frequently Asked Questions

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