The superannuation environment is constantly subject to change; whether it be legislative, administrative or the rules affecting professional advisors themselves.

Nexia’s superannuation team is dedicated to assisting our NEXTension partners to provide both reliable and tailored solutions as a component of your clients’ overall wealth creation strategy.

Most importantly our superannuation experts ensure that your clients receive fully integrated advice; drawing on our experts in Taxation, Business Advisory and Financial Services as required.

We assist our NEXTension partners to help their clients in the following way:

  • Tax effective strategies to minimise tax
  • Administration of Self-Managed Superannuation Funds (SMSF)
  • SMSF taxation and audits
  • New fund establishment
  • Preparation of estate planning and borrowing strategies
  • Assistance with variations of existing SMSF Trust Deeds
  • Assistance with trustee company acquisition
  • Pension establishment (transition to retirement and account based income streams)

If you need help with any aspect of your client’s superannuation or wealth management strategy, then enquire about our NEXTension QLD Membership today and we can work with you so that you are best prepared to advise your client.