Your superannuation investment involves some of the most important financial decisions you will ever make. Maximising your super to secure your financial future is critical. Solid, reliable and trusted advice is essential.
To make the most of your superannuation and to understand your options, you need a team of specialist superannuation consultants – whose sole aim is to seek new and innovative ways to secure the best outcome for your retirement investments.
Nexia's superannuation team works with you to identify and tailor superannuation strategies to optimise your tax concessions and wealth accumulation goals. Our knowledge and focus on every aspect of superannuation performance and compliance gives you confidence in your financial future.
Our role is to ensure that your SMSF is legally compliant by advising on the application of the superannuation and tax laws.
Our comprehensive Superannuation Solutions services include:
- Self Managed Superannuation Fund (SMSF) Establishments
- Preparation of financial statements and annual returns for SMSFs
- Administration of SMSFs
- SMSF audits
- SMSF Trust Deed Updates
- Limited Recourse Borrowing Arrangements
- Pension establishments
- Contribution strategies
- Rollovers
- Tax effective strategies to minimise tax
- Estate planning strategies
- Preparation of Death Benefit Forms
- Training and seminars
Following the removal of the accountant’s exemption since 1 July 2016, a Statement of Advice (SoA) is required to be prepared for superannuation advice (including SMSF establishments, rollovers, pension and contribution strategies) by an authorised representative under an Australian Financial Services License holder. All the Nexia Australia offices are licensed to provide you with superannuation advice*.
Nexia is a trusted firm with a proven track record in superannuation. Together with expert advice and assistance from other teams within Nexia – including Taxation, Business Advisory and Financial Services – we offer you integrated solutions to ensure your superannuation is in the safest possible care.
For more information on all the ways we can help you maximise your superannuation, please contact a local specialist.
Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300)
Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926)
Nexia Brisbane Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 426788) of GPS Wealth Ltd (AFSL 254544)
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 (AFSL 246934)