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.
Nexia Melbourne Wealth Strategies Pty Ltd, ABN 26 159 538 762 (Corporate Authorised Representative No. 432939) is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
General advice warning: The advice provided on this website is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.