Superannuation

Superannuation

Self-managed superannuation funds (SMSFs) have become the leading avenue for people to take control of their retirement and receiving the right advice can make all the difference.

At Nexia Edwards Marshall we work with you to identify and tailor superannuation strategies to optimise your tax concessions and achieve your wealth accumulation goals. 

Together with expert advice and assistance from other teams within Nexia Edwards Marshall – including Business Consulting, Financial Planning and Taxation – we offer you independent and integrated solutions to ensure your superannuation is in the safest possible care.

Whether you are considering establishing your own SMSF or have an existing self-managed superannuation fund, Nexia Edwards Marshall has the required knowledge and expertise to assist.

What makes us great?

Your superannuation investment involves some of the most important financial decisions you will ever make. Maximising your superannuation 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 a team of specialist superannuation consultants - whose sole aim is to seek new and innovative ways to secure the best outcome for your retirement investments.

Our team is driven to provide the best outcomes and service for our clients. We strive to meet all of our clients' needs by continually updating and maintaining our knowledge base which is crucial given the complexity of the Superannuation legislation. This thorough and well thought out approach coupled with our understanding of our clients means we are able to identify issues before they occur and turn them into opportunities.

How does this help you to be great?

Our knowledge and focus on every aspect of superannuation performance and compliance gives you confidence in your financial future.

We take great pleasure in seeing our clients happy and secure on the approach to and when they reach retirement. By providing a seamless and reliable service we ensure our clients do not have to worry about preparing documentation or remembering when paperwork needs to be lodged. This gives our clients the freedom to focus on family, friends, and doing what they enjoy. 

Key contacts

Steven Wild

Partner
t: +61 8 8139 1135
m: +61 419 837 145
Email Steven

Alanah Boylon

Partner
t: +61 8 8139 1170
Email Alanah