Protect your bequests with estate planning

With an estate planning strategy, you’ll have peace of mind that, in the unfortunate event of your death, the right people will benefit from your legacy.

Estate planning ensures your financial assets will meet your family’s needs at the right time, in the right way and as tax-efficiently as possible.

You may assume that if you have a legal will, its terms will be honoured when you pass away. Today, societal changes see new family models emerging and it’s common for wills to be contested by other people who believe they have a legitimate claim.

It’s essential that people make legally binding arrangements for the distribution of their wealth and assets. This shouldn’t be ignored or put off for another day. Take action now to ensure the people you love dearly, or organisation you support wholeheartedly, receives your bequest.

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Protect your wealth for those who matter most

We understand that transferring assets and wealth to the next generation can be worrying. Your advisor at Nexus will help you consider all of the issues surrounding your estate plan. This includes finding the most effective ways to distribute your wealth and ensure clear strategies are put in place. Our advisers can help you create measures to protect beneficiaries who are children or who have special needs or prevent ex-partners from becoming beneficiaries. We can also help you structure your affairs so that loved ones take priority over creditors, banks and the ATO.

There may be some action you need to take now to get the best possible outcomes for your beneficiaries. We have collaborative arrangements with solicitors, accountants and other service providers, conveniently bringing all the experts together to create your estate plan.

What will happen to your superannuation?

Did you know that your superannuation is not covered by your will, and will instead go to the beneficiary you nominated when you first entered the superannuation fund? Even if you’re confident you’ve correctly nominated your beneficiary, you might not realise that this nomination usually lapses every three years.

Nexus can help you identify issues like this and build a strategy that helps ensure your wealth is distributed as you wish. Contact our team at Nexus today to arrange a 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
Kirwan

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
Tarragindi

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

Neil
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.

Kellie
Camira

I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.

Andrew
Morningside

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
Burpengary

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.

Martin
Camira

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
Kedron

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
Loganholme

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