Independent Financial Advice
Superannuation & SMSF Advice
Fee-for-service advice in Canberra, Sydney, NSW and Australia wide.
Fund selection, contribution strategy and honest guidance on whether an SMSF genuinely suits you — often, it doesn't. We bring deep experience with APS, Commonwealth and defence schemes (PSS, CSS, PSSap, MSBS and DFRDB) for public servants and defence families in Canberra, Sydney, NSW and Australia wide.
Deep experience with Commonwealth super schemes
What's involved
What superannuation & smsf advice covers.
Every engagement is scoped and priced before we begin — fixed fees, agreed in writing, with no commissions and no percentage of your assets.
Contribution strategy
Concessional and non-concessional caps, carry-forward and spouse strategies used well and within the rules.
APS, Commonwealth & defence schemes
PSS, CSS, PSSap, MSBS and DFRDB decoded — preservation, invalidity and the once-only choices that matter.
SMSF — the honest answer
Whether an SMSF genuinely adds value for you, and the real cost and admin if it does.
Consolidation & fees
Cleaning up multiple funds, insurance inside super and the fees quietly eroding your balance.
Start the conversation
Let's talk about your financial future.
Your first conversation with NUA is complimentary and without obligation. Tell us what you'd like to achieve, ask questions and discover whether we're the right fit for your financial needs.
We reply within one business day to arrange a time that suits you.
A complimentary first conversation — no advice, no obligation, no pitch.
A written, fixed-fee proposal before you commit to anything.
hello@nuaprivatewealth.com.au
0411 842 648
Office 845, Level 8, 121 Marcus Clarke Street, Canberra ACT 2601
Explore more advice
Other ways we can help.
Wealth creates freedom for what's next.