Coleman Financial Group

🎄 Folks that's a wrap for us.🎁 ✨ We'll be back in the new year on 6 January 2025.✨ 🎅 Wishing you all a safe and happy festive season. From the TEAM @ Coleman Financial Group. #colemanfinancialgroup

Tax update December 2024 GST focus remains, while community tip-offs increase. Fraudulent claims for GST refunds continue to be a major focus for the ATO, with several new pilot programs announced to help small businesses with GST reporting. Read our blog to find out more. https://buff.ly/3ZJJR70 #colemanfinancialgroup #australiantax #financialplanning #mortgagebroking #centralcoast #australiawide

🎅 🎄 Avoiding penalties on presents and parties🎄🎅 Christmas can be a tricky time when it comes to tax and there are lots of ways your business might land an unexpected tax bill. The staff Christmas party isn’t the only potential tax trap, gifts for clients and employees should also be carefully considered. Read our blog to find out more - https://buff.ly/3ONQ6QL #colemanfinancialgroup #australiantax #financialplanning #mortgagebroking #northernbeaches #australiawide

🐖 🏘️ Super vs property: what works for retirement income? 🐖 🏘️ There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an estimated $10.95 trillion. Some love it so much that they believe property is a better option for providing a retirement income. They see a bricks and mortar investment as a more tangible and solid approach than say, superannuation, preferring to take their super as a lump sum on retirement to buy property. They may also choose to invest a windfall, such as an inheritance, or the proceeds from downsizing the family home, in property instead of their super. Read our blog to find out more https://buff.ly/3ZXsgsx #colemanfinancialgroup #financialplanning #financialplanner #mortgagebroking #mortgagebroker #australiantax #centralcoast #australiawide

🎄 Christmas office closure dates 🎄 ☃️ Our office will be closed starting Friday 20 December 2024 and we will reopen on Monday 6 January 2025. 🎁 #colemanfinancialgroup #australiantax #financialplanning #mortgagebroking #australiawide

SMSFs: keeping it in the family Self managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Advantages of a family SMSF An SMSF is sometimes established when two or more generations of a family share ownership or work in a family business. The fund can then form part of a personal and business succession plan, potentially making it easier to pass on ownership and management of assets to the next generation. Read our blog, SMSFs: keeping it in the family - to find out more. https://buff.ly/40qHQNE We can help with all aspects of your SMSF, from setup to yearly compliance. Our financial planner can help devise a financial plan, to incorporate your SMSFs, also assisting with personal insurance and estate planing. #colemanfinancialgroup #financialplanning #financialplanner #financialadvisor #smsf #australiantax #morgtagebroking #mortgagebroker #northerbeaches #australiawide

Are you retired? Are you about to retire? We can assist you with: - Accessing the Aged Pension - Centrelink assistance - Investment plans to make your super last - Managing cashflow in retirement - Estate planning To find out how you can retire in style - check out our blog. Get in contact today! ✨ https://buff.ly/40dcMki ✨ #colemanfinancialgroup #financialplanning #financialplanner #financialservices #australiantax #mortgagebroking #mortgagebroker

Estate planning gives you a final say. Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Estate planning is often an overlooked part of retirement, but it’s one of the most important. Without a well-thought-out plan, your beneficiaries may face unnecessary tax liabilities, or worse—legal disputes over your assets. This can lead to hefty legal fees and strain family relationships. Read our blog Estate planning gives you the final say, to find out more. https://buff.ly/3TZ5e0I That's where Nathan, our financial planner comes in. Nathan leverages his unique experience as both a former tax accountant and a financial adviser to provide a truly holistic approach to wealth management. https://buff.ly/4hczNKp

💰 📈 Stay up to date with what's happened in the Australian economy and markets over the past month. Welcome news on the inflation front in October pointed to the Reserve Bank of Australia (RBA) holding steady on rates this month. The latest quarterly inflation figures show inflation has slowed to its lowest level since the height of the pandemic and now sits within the RBA’s target range at 2.8%. Global share markets softened in the final two weeks of October, reflecting economic and geopolitical uncertainly. The S&P/ASX 200 closed slightly down over the month of October, after again reaching record highs mid-month. With the US election on the horizon there is much speculation about what that will mean for markets and the economy, both in the US and Australia. Click the video below to view our update. Please get in touch if you’d like assistance with your personal financial situation. #colemanfinancialgroup #financialplanner #financialplanning #australiantax #mortgagebroking #mortgagebroker #centralcoast

🏠 Stay up to date with the latest developments in the property market over the past month. 🏡 Our video takes you through an overview of the state of the property market, including a breakdown across all capital cities of the changes in dwelling values over the past month, as well as over a period of 12 months. Click the video below to view our update. Please get in touch if you’d like assistance finding the right loan for your situation. #colemanfinancialgroup #mortgagebroking #mortgagebroker #australiantax #financialplanning #financialplanner #northernbeaches