PRIVATE CLIENT SERVICES

Wealth & Asset Protection

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What we do

As part of our estate planning and administrative practice, we help advise our clients on how to operate their affairs and minimise any potential challenges to their wealth.

Drawing on the depth of our commercial trust and wealth-administration experience, we advise our clients  on the appropriate structuring and operation of:

  • Business enterprises
  • Trusts
  • Superannuation
  • Tax and dispute resolution

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How we do it

When providing wealth and asset protection advice, we generally act as part of a collaborative team, which can include the accounting, finance and tax professionals also engaged to our clients’ affairs.

Who We Do It For

While acting for a broad spectrum of business owners, controllers and managers; we also act for private clients who have interests in wealth and business structures through intermediate means, such as testamentary and lifetime trusts.

Lawyers

Expert Updates

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Nexus explains the difference between e- and digital signatures

22 June 2021

In the June 2021 edition of Acuity, Nexus Law Group legal technologist and Group Principal Jeremy Duffy explains the difference between e- and digital signatures, "As the use of e-signatures increases exponentially, chartered accountants and their clients need to understand the difference between the two and the legal responsibilities implied with each."

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Nexus Group Principal Clarence Young appointed STEP TEP membership

29 March 2021

Nexus is proud to congratulate Group Principal Clarence Leung on his TEP membership appointments to STEP.

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Impending 31 December 2020 deadline for changes to Discretionary Trusts

26 October 2020

If you are a trustee or beneficiary of a discretionary trust that owns property in NSW, your trust deed may require amendments that exclude ‘foreign persons’ as beneficiaries by 31 December 2020 to avoid additional surcharges.
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