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Nexia Australia
Founded in 1977, Nexia Australia is a network of advisory, tax, and audit practices that operates from offices in every mainland Australian state and...
Nexia Australia
Founded in 1977, Nexia Australia is a network of advisory, tax, and audit practices that operates from offices in every mainland Australian state and territory, with a known presence in Sydney and Adelaide. Unlike a single family office or an integrated wealth manager, the firm delivers its services through independently managed partner firms under the Nexia brand — a structure that makes its offering more akin to a federated professional-services network with a dedicated portfolio administration arm. The core differentiator is the Portfolio Concierge Service, a white-glove administrative offering that acts as a central point for all investment-related paperwork. The team banks investment income, pays portfolio expenses, manages purchase and sale administration in accordance with an approved investment strategy, and produces quarterly reports on portfolio activities and status. The service also handles disaster-recovery planning and document custody for investors. The firm's sector expertise spans more than a dozen domains including aged care, agriculture, mining, real estate, and financial and insurance services, with clients drawn from individuals, for-purpose entities, and businesses. Nexia Australia is a member of the global Nexia network, which reports over 497 offices across 118 countries, giving the Australian member firms access to cross-border advisory resources. The firm's leadership includes Managing Partner Robert Prime and Partner Steven Wild in Adelaide, and Client Services Manager Debbie Hussein in Sydney. In early 2026, the firm published guidance on the Australian Federal Budget and issued Super Guarantee Charge statement reminders, indicating active tax-compliance and advisory work for employers and trustees. What separates Nexia Australia from a standard family office or accountancy is the deliberate bundling of administrative execution with advisory, tax, and audit capabilities. An individual or family can delegate the full operational load of portfolio administration — including bill payment and bank-account management — to a named local partner, while still retaining control over the investment strategy. That hybrid of accounting firm and family-office operations desk, delivered without a pooled fund structure, is the architecture that defines the firm's posture in the Australian market.
General information
Firm type
Bank / Wealth / Trust
Year founded
1977
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Sydney
Corporate office
Sydney, Australia
Additional offices
Adelaide, Australia
Principals
Robert Prime
Managing Partner, Business Advisory
Steven Wild
Partner, Business Advisory
Debbie Hussein
Client Services Manager, Financial Planning
Sector focus
Frequently asked questions
What is the Portfolio Concierge Service and who is it designed for?
The Portfolio Concierge Service is an administrative outsourcing offering that manages all investment paperwork, day-to-day portfolio tasks, banking of investment income, and payment of expenses. It is designed for individuals who lack the time or capacity to manage investment administration themselves, including SMSF trustees, frequent travellers, and those wanting to hand over ongoing portfolio administration to a dedicated team.
How does Nexia Australia source its clients?
Nexia Australia operates as a network of independently managed partner firms across the country, each with local client relationships. Client acquisition is relationship-driven, anchored by the firm's broad professional-services offering in audit, tax, and advisory, and by the global Nexia network's cross-referral capabilities across 118 countries.
Does Nexia Australia manage discretionary investment portfolios or provide asset management?
The firm's core portfolio offering is administrative and operational, not discretionary asset management. It executes purchases and sales in accordance with an approved investment strategy provided by the client and monitors performance, but the investment strategy itself is not managed on a discretionary basis by Nexia in the documented service description.
Is Nexia Australia a single family office or does it serve multiple families?
Nexia Australia serves multiple clients — individuals, families, businesses, and for-purpose entities — and is structured as a network of professional-services firms, not a single family office. Its portfolio concierge clients are served on a non-pooled, individual-account basis by local partner-led teams.
What is the firm's relationship to the global Nexia network?
Nexia Australia is a member of the Nexia global network, which reports over 497 offices in 118 countries. The Australian member firms can leverage cross-border advisory resources, but each member firm operates as an independent local practice under the shared Nexia brand.
How are Nexia Australia's advisory partners different from an in-house family office team?
Partners like Robert Prime and Steven Wild deliver advisory, tax, and audit services alongside the portfolio administration offering, providing integrated professional support without the dedicated single-family structure. This gives clients access to a broad multi-disciplinary team without the cost and complexity of building an in-house family office.
Does Nexia Australia report AUM or total portfolio assets under administration?
Nexia Australia does not publicly disclose assets under management or administration. The firm's public-facing materials focus on the scope of its advisory and concierge services rather than on pooled asset figures or aggregate client portfolio values.
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