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 advice that is tailored to your personal circumstances – whose sole aim is to seek new and innovative ways to secure the best outcome for your retirement investments.
Nexia Melbourne Wealth Strategies 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 comprehensive Superannuation Solutions services include:
- Review the appropriateness of a new fund establishment
- Pension establishment (Transition to Retirement and Income streams)
- Investment Advice
- Limited Recourse Borrowing strategies
- Estate planning strategies
- Tax effective strategies to minimise tax
- Death Benefit Nominations.
- Insurance through your SMSF
Nexia Melbourne Wealth Strategies is a holistic financial planning firm with a proven track record in superannuation. Together with our advice and assistance from other teams within Nexia, we offer you complete and integrated solutions to ensure your superannuation is in the safest possible care.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
