At Nexus Private we have highly-skilled SMSF Administrators to assist with advice and ongoing management of your SMSF. We also have Investment Specialists that can assist with the acquisition of SMSF assets, including direct property investment, international equities and other investment options not available through industry or retail super funds.
When you establish an SMSF, you become the trustee of that fund. This means that you must manage your fund according to the trust deed and the laws and rules surrounding the operation of SMSFs. As most people don’t have a thorough knowledge of what this actually involves, our assistance will give you the confidence that your fund responsibilities are being met.
A self-managed superannuation fund (SMSF) can give you flexibility, investment choice, and control over the management of your superannuation benefits. SMSFs also offer additional tax saving opportunities over retail and industry funds.
At Nexus, our team of chartered accountants, financial planners, auditors, solicitors, and mortgage brokers can work with you to establish and/or manage your SMSF.
If you’re one of the growing number of Australians who are dissatisfied with the performance of your retail or industry superannuation fund, you might be thinking about alternatives. A self-managed superannuation fund has many advantages but requires skill and knowledge to set up and maintain. Contact us today for expert SMSF advice.
Nexus Private Wealth Management has a team of professionals, including accountants, financial planners, solicitors, auditors and lending managers, to ensure your fund is implemented and managed in complete compliance with regulations.
Every sound investment strategy starts with the goals and objectives of the client. Superannuation is no different. Since self-managed superannuation funds are established with the sole purpose of providing retirement benefits to the fund members, it’s essential that retirement objectives are the focus of your long-term strategy.
Getting the right advice to establish your fund is vital to achieving your unique goals. Our team of experts in Brisbane can help you get started.
We’re a privately-owned financial services concierge based in Brisbane. We take a structured approach to helping our clients manage their SMSF, and the best way to do that is to ask some pertinent questions. We often identify areas that haven’t been thought of previously but are important to your fund’s success. You’ll get valuable direction from our experts who will highlight things that may otherwise be overlooked by inexperienced SMSF service providers.
We’ll ask you about the type of investments you’d like to hold within your SMSF and guide you through the many decisions you will have to make as a SMSF Trustee.
The first step is to understand you, your circumstances and the things that are important to you going forward.
We draw upon the knowledge and experience of a range of financial specialists in formalising our recommendations.
We take a strategic approach to optimise financial outcomes, achieve your goals and realise your full potential.
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Nexus Private Wealth Management is privately owned and not licensed by a bank or institution. We do not sell our own financial products or property.
The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.
We prepare well-considered plans that draw on a vast array of financial strategies and practical experience to achieve your objectives.
Our connected team of specialists take a collaborative approach to ensure superior outcomes now and into the future.
For many years my husband and I struggled with where to go for financial advice. We wanted somewhere that was a one stop shop and to find an adviser who would look at our whole of life needs now and for the future and be able to tailor solutions accordingly. Someone who would take the reins in some ways, to take the pressure off us, set it all up, monitor and manage it all for us.
We wanted someone who would be genuinely interested in what was the best for our family and not just pretend ... Read More
I have been a Nexus client for nearly 3 years now. They have always been there for me, even just to touch base when I was unwell. Nothing is too much trouble and the effort they put into finding and giving you the best comprehensive advice is tremendous. They have all been a pleasure to deal with and I feel so comfortable with them I am using them more and more for my wealth management. Super, Insurance, Property, financial planning, mortgage brokering and my accounting now all in one place. I ... Read More
Sonya and I have been a Nexus Client since 2012 and in that time the global economy has been subject to volatile property and share market fluctuations often ending in negative growth for most investors. The investment strategies Nexus have provided us with have improved our financial position during these challenging times whist also positioning us for future growth opportunities when they arise. A combination of having strategies in place and the ongoing coaching by the Nexus staff to better ... Read More
It has been a pleasure working with John. My first contact with him was over the phone when I was really overwhelmed with multiple decisions I needed to make to clean up my finances. He has provided clear and concise guidance to both myself and my partner reducing the stress around changing things for the future. His presentations are clear, he takes his time and really goes above and beyond what he needs to do in order to please his clients. I have since referred several of my close friends and ... Read More
I first went to Nexus about 18 months ago at which time I had just left the army and started my own business. Nexus did something I suspect very few wealth management companies would have done. They advised me to NOT pay them and wait until I was in a better financial position. This instantly tells me they are an ethical and people centric company. They could have taken my money and put me in a position of high risk, but they chose to forgo a commission to give me the most honest response possible. ... Read More
We have been with Nexus right from the beginning. When we decided to start a SMSF we wanted to go with a company that could do it all. Nexus provided us with that. They know everything about us now and look after our SMSF, Trusts, business tax and personal tax. Every member of their staff are knowledgeable and approachable. We are so happy and fortunate to have found Nexus. They have made our life so much easier.
I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.
We have had a great experience with Nexus. They were recommended by family and we too would recommend them to anybody. Steve and John took the time to explain everything and never used pressure tactics. They also made sure they really got to know us and our goals before making a plan.
Nexus has helped my wife and I establish a holistic financial plan, including long term financial planning, as well as the recent purchase of an investment property.
Stephen and his team have always gone to the effort to understand our personal priorities, and we trust their views and advice which is informed, balanced and focused on our best interests. We highly recommend Nexus Private Wealth Management to anyone who needs financial advice.
My wife and I have been working with Nexus for a number of years now and outside of the financial advice, we have stayed for two main reasons. Firstly, the customer service is second to none and as the Nexus business grows, they manage to employ staff with the same focus on serving the customer. Secondly, the complete service offering means that we don’t need to find different providers for our super, versus our business needs versus our personal tax.
John has been working with my partner Jarryd and I for roughly six months to one year now, we are both young professionals and were looking to buy our first house. Obviously not knowing anything about the property industry or setting up long term wealth in general we really wanted to set ourselves up for the best chance of success. After meeting with John and the team at Nexus there was no question in our minds that we were going to utilise their services. John has spent copious amounts of hours ... Read More
Nexus are great! The support and tailored advise received has been very beneficial. We now have long term financial goals to set ourselves up for the future. I would highly recommend them to anyone looking for financial advice.
I had no experience in working with a financial advisor or wealth management group. I also did not have the time or interest to research information myself. It has been a pleasure to work with John and Steve, as they have guided me through my journey of starting an investment plan for my future. I would highly recommend Nexus for anyone who would like to grow their wealth and learn about the process while doing so.
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Financial Concierge services provided by Nexus Private Wealth Management Pty Ltd – ABN 37 641 644 251 | Lending services provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Investment Property services provided by National Property Advisory Pty Ltd – ABN 52 159 828 038 (REA no. 3565433) | Accounting and Taxation services provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778) | Nexus Private Financial Planning Pty Ltd, ABN 58 159 649 055, Authorised Representative Number 425962 of Hunter Green Pty Ltd, Australian Financial Services Licence No. 225962. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Hunter Green is only responsible for the financial planning services provided by Nexus Private Financial Planning.
Any advice contained in this website is General Advice and does not take into account your objectives, financial situation or needs. Before acting on any General Advice, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions.
