Complex individual tax advice

Three individuals seated at a table, each using a laptop, engaged in a collaborative work session.

Complex individual tax advice

Taxes can be complicated, but we’re here to make them easier for you. Our team of experts is here to provide you with personalised advice and insights, tailored to meet the unique challenges of your wealth and tax situation. We’re dedicated to offering you support to simplify your tax matters so you can concentrate on what’s truly important in your life.

 

Home / Advisory / Personal advice / Complex individual tax advice

We understand that each professional has unique financial needs and aspirations.

Whether you are a doctor, lawyer, engineer, architect, or other professional, we provide tailored advice to ensure you optimise your finances and meet goals with clarity and precision.

Our team of experts are dedicated to providing you with a personalised and comprehensive approach to managing your finances. We work closely with you to understand your goals and develop a strategy that aligns with your professional and personal objectives. With our guidance, you can make informed financial decisions and optimise your resources for long-term success.

Advice for professionals

We provide a personalised and wholistic approach to the management of your finances. We can help with tax planning, investment planning and strategies to optimise wealth creation, employee share schemes, superannuation advice, personal insurances and income protection, estate planning and more.

Employee share scheme

If your employer gives you shares or options, you might qualify for tax breaks under the employee share schemes (ESS) rules. But understanding the ESS rules can be tricky. That’s where Nexia steps in. We provide advice on ESS taxation helping you to report, plan and organise your ESS to get the most benefit.

Global mobility tax services

Our global mobility tax service is tailored to navigate the intricacies of cross-border employment, ensuring that companies and their globally dispersed teams operate in harmony with varying tax jurisdictions.

Trust beneficiary advice

Trust beneficiary advice involves understanding your rights and responsibilities, including distributions, taxes and legal implications. Our advice safeguards your interests and maximises trust benefits effectively, allowing you to navigate trust complexities with confidence.

Other tax advice

Need specific tax advice? As a full-service accounting and advisory firm, we can assist with all personal tax and related matters. Connect now and let us know how we can help.

squiggle

Get in touch

Connect with us today and discover how you or your business can reach its full potential.

Fill out my online form.

Connect with our specialised team

Locations

Robert Prime

Managing Partner, Business Advisory

Adelaide, SA

Adam Boles

Partner, Business Advisory

Sydney, NSW

Adam Smith

Director, Business Advisory

Perth, WA

Alex Davis

Director, Business Advisory

Perth, WA

Anita Cohen

Partner, Business Advisory

Sydney, NSW

Christine Atencia

Partner, Financial Services

Sydney, NSW

Craig Wilford

Partner, Financial Services

Sydney, NSW

Dino Vido

Partner, Business Advisory

Canberra, ACT

Doug Abrahams

Partner, Business Advisory

Melbourne, VIC

Eva Bonner

Partner, Business Advisory

Melbourne, VIC

George Wilcox

Partner, Business Advisory

Sydney, NSW

Grantley Stevens

Partner, Business Advisory

Adelaide, SA

Ian Stone

Partner, Business Advisory

Sydney, NSW

James Nethersole

Partner, Tax Consulting

Sydney, NSW

Jane Fenner

Partner, Business Advisory

Sydney, NSW

Jim Leventakis

Partner, Business Advisory

Melbourne, VIC

Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

Kathryn McDonald (Katie)

Director, Financial Planning

Perth, WA

Katie Lin

Partner, Business Advisory

Sydney, NSW

Mario Giramondo

Partner, Business Advisory

Melbourne, VIC

Mark O’Shaughnessy

Partner, Business Advisory

Canberra, ACT

Mel Nash

Partner, Tax Consulting

Melbourne, VIC

Melanie McRoberts

Director, Business Advisory

Perth, WA

Ming Kei (Larry) Lam

Partner, Business Advisory

Sydney, NSW

Nunzio Di Iorio

Director, Business Advisory

Perth, WA

Paul Clements

Partner, Financial Planning

Melbourne, VIC

Paul Dimasi

Partner, Business Advisory

Adelaide, SA

Paul Lenton

Partner, Business Advisory

Sydney, NSW

Paul Mannion

Partner, Business Advisory

Sydney, NSW

Raoul Stevenson

Partner, Business Advisory

Adelaide, SA

Russell Reid

Partner, Business Advisory

Sydney, NSW

Ryle Purich

Director, Business Advisory

Perth, WA

Sangeeta Kaushik

Partner, Business Advisory

Melbourne, VIC

Sean Urquhart

Partner, Tax Consulting

Sydney, NSW

Stephen Davis

Partner, Business Advisory

Sydney, NSW

Steven Wild

Partner, Business Advisory

Adelaide, SA

Sylvia Liang

Partner, Financial Services

Sydney, NSW

Thilini Ratnayake

Partner, Financial Planning

Melbourne, VIC

Tino Di Battista

Partner, Superannuation

Melbourne, VIC

Vincent Scali

Partner, Business Advisory

Sydney, NSW

Wendy Clarke

Director, Business Advisory

Perth, WA

Amy Jones

Associate Director, Business Advisory

Sydney, NSW

Amy Waterhouse

Associate Director, Tax Consulting

Sydney, NSW

Karen Gregor

Director, Tax Consulting

Adelaide, SA

Robert Luo

Associate Director, Superannuation

Perth, WA

Shailander (Sam) Bhatia

Associate Director, Business Advisory

Sydney, NSW

Stewart Watts

Director, Business Advisory

Adelaide, SA

Yianni Tsathas

Associate Director, Business Advisory

Sydney, NSW

Anmol Kaurah

Manager, Tax Consulting

Canberra, ACT

Avril Liljekvist

Financial Planner, Financial Planning

Perth, WA

Claire Guo

Supervisor, Business Advisory

Sydney, NSW

Daniel White

Financial Adviser, Financial Services

Sydney, NSW

Eliza Sims

Senior Manager, Business Advisory

Adelaide, SA

Francesco Merlino

Senior Manager, Business Advisory

Canberra, ACT

Melissa Wickham

Manager, Business Advisory

Perth, WA

Natalie Spillane

Senior Manager, Business Advisory

Adelaide, SA

Samkit Maniar

Manager, Tax Consulting

Canberra, ACT

Chloe Harvey

Manager, Business Advisory

Adelaide, SA

Paula Hepper

Manager, Business Advisory

Adelaide, SA

Sonia Villano

Manager, Business Advisory

Adelaide, SA

Latest events and news

We don't have any relevant events coming up.

Implications of withdrawing your Indian Provident Fund in Australia

Indian expats in Australia: A quick guide to determining your tax residency