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.
© 2021 Nexus Private Wealth Management
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.