Wealth Management & Administration

Financial & Retirement Planning

Financial and Retirement planning is more than how to invest your money. It involves setting financial goals, strategies and timelines to make the most efficient use of your financial resources. It also involves maximizing how you will structure your retirement, utilize all available tax and welfare concessions and enjoy a lifestyle in retirement befitting the many years spent working and accumulating your wealth.

It is a vital part of your wealth creation strategy but it’s not all about taxation or accounting.

Nexia ASR are not investment advisers or licensed financial planners. However we add value to your financial and retirement planning by applying our expertise in developing outcome focused tax planning strategies whilst working in conjunction with licensed advisers, whether it be our Justsuper specialists, your existing financial adviser or one of the financial advisers with whom we have developed strategic working relationships with.

Salary Packaging

Most executives’ wealth creation strategies start with maximising the outcome of their remuneration arrangements.

Our team of professionals have extensive experience and proprietary financial modelling tools at their disposal to provide advice on the range of salary packaging options available and to ensure our clients' incomes are correctly structured to maximise returns.

Estate Planning

Ensuring the hard earned assets of one generation are transferred to those intended after death is an important part of your wealth management planning. And in most cases today, a substantial portion of a family’s assets are in a trust or company structure, and these assets cannot simply be dealt with in your personal will.

Our Partners can assist you in discussing the issues of your family’s needs, tax, security of assets, and documentation of your intentions in a will or a Memorandum of Wishes.

Insurance

Maintaining adequate insurances – both personal life and on the assets themselves - can be an integral part of achieving your wealth management and protection goals, particularly during the years you are accumulating wealth.

We are not insurance brokers, however we understand the requirements and complications of many insurance products. We work with a number of advisors skilled in formulating long-term cost effective insurance strategies to ensure clients’ families or businesses are adequately protected against unforeseen accidents or premature death of a business executive or partner or the primary income earner.

Property Buy/Sell

In Australia buying and selling property remains the most popular and proven effective means of creating long term wealth. As an investment or for your residence, buying property remains one of the biggest financial commitments you will make. So it pays to have quality independent professional resources available to assist in the process and focus on achieving your objectives.

Nexia ASR are not property specialists, but recognising the needs of clients we formed a strategic relationship with Mal James and his team at James Private Property ( JPP ).

Over the years Mal has acted for many of our clients in their property transactions.

For Buyers
As Buyers Advocates JPP are the exact opposite of traditional real estate agents. They undertake a rigorous analysis of your needs, review the market, select and report on likely properties and help you with buying strategies and negotiations. Their focus is getting you what you want at the lowest possible price.

For Sellers
Rather than acting as a selling agent, JPP ensures that the real estate agent(s) you choose are working to achieve an outcome that is in your best interests. Mal and his team will analyse and review your needs, the market and assist you with selling strategies, budgets and negotiations, and even help in selecting a suitable selling agent

Portfolio Administration

Nexia ASR provides a complete investment Portfolio Administration Service for our investor clients including records maintenance, transaction organisation and settlement, post-box and treasury management. We do not provide specific investment product advice

We utilise a purpose built internet based on-line portfolio management platform which provides a secure, easy to use and cost effective solution for you to view over the internet and keep track of investment activities and up-to-date valuations of portfolios.

Unlike many portfolio management systems, the Nexia Premium Portfolio System provides full wrap account type functionality for all facets of an investment portfolio including local and international equities, managed funds, real estate investments, cash deposits and bank accounts, artworks and other investment assets. It even allows liabilities to be inputted to determine your true net worth.

Ease of use is a key feature of the service including automated update of buy/sell transaction, corporate actions, cash transactions, re-calculation of ‘cost base’, income forecasting and a sophisticated “what if” capability to assess the tax impacts of disposals.

Affairs Administration

Our Family Office team specifically caters for the executive, professional, investor or retiree that has extensive personal interests but neither the time, capacity or inclination to properly administer their affairs and record all transactions.

From paying bills, liaising with banks and other advisors, recording and filing all your financial documents to reporting against planned cash flows, the object of our team is to add value to your financial affairs by handling all the day-to-day administrative and compliance tasks in an efficient manner ensuring you are aware of all matters concerning your financial affairs.