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 Private Client Services team appointed STEP TEP membership

29 March 2021

Nexus is proud to congratulate Group Principal Clarence Leung and lawyer Zabina Naem on their 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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Covid-19 Update – New rules for signing your Will and Power of Attorney

23 April 2020

The NSW Government have brought regulations to remove the requirement that a witness be physically present when witnessing the execution of certain documents.
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