You’ll improve your investment choice with an SMSF

A self-managed superannuation fund (SMSF) can give you flexibility, control and investment choice over the management of your superannuation benefits. SMSFs also offer additional tax saving opportunities over retail and industry funds.

Multiple professionals such as accountants, solicitors, auditors and investment advisers will work with you to establish and maintain an 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.

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An SMSF gives you greater control but more responsibility

At Nexus Private Wealth Management in Brisbane, we have highly-skilled and experienced wealth managers to offer advice on SMSFs and help you develop strategies for wealth accumulation. This can include property investment and other options not available through an industry or retail super fund.

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 help will give you the confidence that your fund responsibilities are being met.

Self-managed superannuation funds explained

Stephen Vick (Director of Nexus Private Wealth Management) discusses the establishment requirements for SMSFs, the common misconceptions surrounding these funds, and what to be aware of if you’re considering establishing your own SMSF.

If you’re thinking about purchasing property using your superannuation funds

Watch our comprehensive video to have your questions answered.

Watch How to buy property in Super

You’ll get added confidence from our holistic approach

We have a network of professionals, including accountants, solicitors, auditors and investment advisers, 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 first meeting with our expert advisors.

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.

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We’ll carefully tailor a plan that meets your needs

We’re a privately-owned financial advice based in Brisbane. We take a structured approach to assisting our clients, and the best way to do that is to ask some pertinent questions. We often identify areas that haven’t been thought about previously but are important to your fund’s success. You’ll get valuable advice from our experts who will highlight things that could otherwise be overlooked by cheap, non-advice SMSF service providers.

We help you clearly calculate the amount of superannuation needed to fund your retirement and work out how this superannuation can help you save tax. We’ll ask about the type of investments you’d like to hold within your superannuation. We’ll also consider why an SMSF is the best option for you, rather than a retail or public fund. With the answers to these questions clearly articulated, we can design a superannuation plan that is unique to you.

Keeping your fund compliant is a major responsibility

An overriding principle of the management of SMSF investments (including SMSF property investments) is that they must be made for the benefit of the fund members only. Personal interests must be kept completely separate from the fund, even when you’re a fund member. This must be a completely transparent process to ensure that the fund remains compliant.

One of the major benefits of holding long-term investments in an SMSF is the tax concessions that are currently available. However, the trustee is responsible for ensuring that the fund is compliant.

This involves having the fund audited annually, keeping proper records and reporting to the tax office on the fund’s operation. Here at Nexus, we have all the resources available to advise and assist you as the fund member and trustee to manage all of these competing priorities. Before you do anything further with your SMSF, contact us for a free consultation.

What our clients say…

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 to be ... Read More

Gillian & Jeffry
Heritage Park

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

James & Lisa
Hope Island

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

Mick & Sonya

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

Dr Heidi & Dean

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

Albany Creek

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.

Rachel & Leon

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.

Brett & Belinda
Heritage Park

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

Sarah & Jarryd

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.

John & Sharleen

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