We work with you to establish the fund and trustee structures and apply for the ABN and TFN. We also manage the ongoing compliance requirements to assist you in meeting your trustee obligations, organise annual audits, and perform tax returns.
Each investment strategy is different, whether it involves property investment, equities, bonds, private equity, or other asset classes. We explore the available options for achieving your retirement goals, calculate cash-flows, provide recommendations, and advise of appropriateness. We can also establish cash accounts and investment platforms, execute rollovers, close old funds, and help you meet your trustee insurance obligations.
Our in-house property team can assist you with an in-depth financial analysis on selected properties and calculate the true net yield and effect on cash-flow. We can also perform comprehensive property market research, assist with the acquisition process, and ensure your property is SMSF compliant.
Before implementing a geared investment strategy, we will ensure your trust deed allows for borrowing and assess whether the investment complies with your funds investment strategy, the superannuation legislation, and the borrowing rules. We can then recommended the most appropriate loan from a range of SMSF lending providers.
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Nexus Private Wealth Management is made up of the following companies: Financial Planning Advice is provided by Nexus Private Financial Planning Pty Ltd – ABN 58 159 649 055. Authorised Representative of Madison Financial Group Pty Ltd (MFG) – ABN 36 002 459 001 (AFSL No. 246679) | Investment Property Advice is provided by Nexus Private Property Servies Pty Ltd – ABN 52 159 828 038 (REA no. 3565454) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778)
Information contained within this website is general advice only. We have not taken into consideration any individual circumstances and suggest that no person act on the basis of this information without obtaining professional advice as to how it applies to their own personal circumstances. All content appearing on this website is proprietary, copyrighted and owned or licensed by Nexus Private. Any unauthorised use of content from this website is strictly prohibited. All rights reserved.
