
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

SMSF Audit Assistance

Frequently Asked Questions
Coleman Financial Group is proudly based on the Central Coast of New South Wales. We work with individuals and businesses locally and across Australia, offering expert accounting, tax, and SMSF services with personalised support and advice tailored to your financial goals.
SMSF accountants aren’t necessary, but it can be useful as an SMSF accountant possesses specialised knowledge in superannuation laws, compliance, and tax requirements. Their expertise helps ensure proper administration, accurate reporting, and adherence to regulatory obligations. An accountant can provide valuable guidance and mitigate risks.
Our SMSF services only focus on administrative and compliance aspects, rather than giving specific investment strategies. While we can assist with record-keeping, auditing, and tax obligations, it’s essential to seek the expertise of licensed financial advisors or investment professionals for guidance on fund investments if you want SMSF management services.