For Individuals
Our Services
Services for Individuals
Nexis assists individuals with navigating today’s tax environment. We care about your individual circumstances and needs, and never treat you like a number. We are skilled at establishing strong relationships and will provide you with advice which is specific to you. We can assist individuals with:
Tax Returns and Advice
We provide experienced and quality advice for your individual taxation needs, including tailored information about tax implications of negative gearing, redundancy, salary sacrificing and self-managed super funds. Our secure online portal means you can submit your records electronically from wherever you are in the world.
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Self-managed Super Funds
Self-managed superannuation funds (SMSFs) are very popular, particularly with families who want to have greater flexibility about how they invest and pool their retirement savings. We provide a range of administration services to help you set up and comply with current superannuation legislation and can refer you to a qualified financial advisor from our trusted network who can recommend whether a SMSF is right for you.
Investment Properties
Do you have an investment property? Or want to start your property protfolio? We can prepare cash flow reports and explain the tax implications for properties that you have found or refer you to a professional from our trusted network who can find property directly for you.
Family Trusts and Asset Protection
You’ve worked hard to accumulate your assets, and we are committed to helping you protect your portfolio in the areas of insurance, investment, estate planning, legal and banking by referring you to a range of professionals within our trusted network.
Our News For Individuals
The Rules for Trust Distributions are Changing
The Australian Taxation Office (ATO) has released a package of draft advice and guidance that sets out tax treatment of: Trust entitlements arising out of reimbursement agreements Unpaid present entitlements of trust beneficiaries What does this mean? This important...
Your relationship with your accountant should be one of the best you have
It’s Valentine’s Day, so you might be celebrating the relationships in your life: with your significant other, your friends, or your fluffy companion. But you might be overlooking other important connections, like your business relationships. Such as with your...
How to Apply for Your Director ID
The Australian Securities and Investments Commission has implemented a new legal requirement for all company directors to hold a Director ID. Each director must only apply for one director ID, even if you are a director of multiple companies. When you must apply for...
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