Concierge Administration Services
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The downside of actively growing your personal wealth is the administration involved with your finances and investments.
Using a professional administration service to manage your portfolio is an easy alternative for busy professionals and business owners who struggle to find the time to correctly execute their affairs. Our concierge administration services provide crucial support to ensure smooth running and ease of mind that your portfolio together with the burden of the paperwork has been taken care of.
The service entails all aspects of the day-to day operation of your personal wealth and provides you with peace of mind that everything is taken care of.
The core benefits of our Concierge Administration services are:
- Freedom – The burden of paperwork required for the operation of an SMSF is extensive.
- Time saved – Let an expert do the compliance and administration work for you.
- Flexibility – As your requirements are likely to change over time we can evolve this service based on your needs.
- Profit – From our experience, you are likely to see a greater return on your investment as you will have better transparency in relation to your fund and can focus on your investments rather than the administration.
- Access –Our team have the technical expertise and modern computer technologies so that you have greater visibility over you fund.
- Peace of mind – Reduce your compliance liability risk.
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Let our team free up some of your time and take the hassle out of your wealth administration.
How can Nexia Help?
Concierge Portfolio Service
Using a professional administration service to manage your portfolio is crucial to ensure smooth running and ease of mind that your portfolio together with the burden of the paperwork has been taken care of. The service entails all aspects of the day-to-day operation. You have the assurance that we take care of the tedious paperwork and essentially are the mail-house. Provides you with peace of mind that everything is taken care of, Freedom and time saved, access to technical expertise and modern computer technologies.
SMSF Concierge Service
We offer a specialist SMSF service tailored to your needs that takes a step beyond the regular SMSF service offering to make the management of your SMSF as easy as possible. Our role is to essentially take over all of the onerous administration and compliance services to you. The often understated side of SMSF’s is the sheer amount of work involved in the day-to-day operation of the fund.
The core benefits of a professional administration service are:
- Freedom. The burden of paperwork required in operation of a SMSF is extensive.
- Time saved. Let an expert do the compliance and administration work for you.
- Flexibility. As your requirements are likely to change over time, flexibility is critical.
- Profit. From our experience and receive superior service.
- Access. Technical expertise and modern computer technologies.
- Reduce your compliance liability risk
Concierge Administrative Service
Nexia Sydney concierge administration service will save you time from administration work, but still, ensure that you remain in control. Our specialist concierge administration services are tailored to your needs. We aim to essentially take over all of the onerous administration services.
Our Ongoing Service will provide you with ongoing access to our services throughout the year which includes but is not limited to Online access, reporting, accounts receivable and payable. We can save you time by taking care of all aspects of paperwork and access to technical expertise.
Our Specialist Advisers
Debbie Hussein
Client Services Manager
Interested in talking to us?
Get in touch below for a free initial consultation with a Nexia Financial Adviser to discuss your cash flow situation and start planning for your financial goals today.
