your link to growth

Self Managed Super Funds

Compliance

Cross the T’s and dot the I’s
 
From set up to annual tax returns, and everything in-between, Nexis offers a complete range of compliance services to ensure that you meet your ATO and other regulatory obligations.
 
  • SMSF establishment, including setting up of a Corporate Trustee
  • Daily Investment Reporting
  • Monthly, quarterly and annual Financial Statements
  • Tax Returns
  • Quarterly Business Activity Statements
  • Trustee Minutes, including Pension Establishment and Contribution Documentation

Administration

Free up your time and focus on the important things
 
Administration often consumes many hours of a trustee’s time in running their own SMSF. At Nexis our focus is on minimising this to allow the Trustee’s to concentrate on the investment decisions and items that interest you.
 
  • Personalised services and support to navigate the paperwork
  • Innovative technology and software
  • A dedicated SMSF section
  • Document storage and filing

Advice

Opportunities, Possibilities, Insights, Strategies and Implementation
 
Nexis wants to help you turn your ideas for your super investments into a reality by working closely with you to achieve the desired outcome.
  • How can I own my own business premises in super?
  • How do I borrow to buy a property in super?
  • How much will we be able to spend in retirement?
  • When can I retire or semi-retire?
  • How do I get more into super tax effectively?