Nexia Perth

Nexia Perth Accounting, assurance and tax, business strategy, and personal wealth experts in Perth, making business uncomplicated.

29/10/2025

“What I take a lot out of is hearing from other businesses in the room… it gives me a lot of reassurance that we’re not alone in what we’re doing.”

That’s the kind of feedback that sticks with us.

Next week, Wendy Clarke returns for our final Business Insights Session of 2025:
AI won’t lead your people – How to build a high-performing culture in an era of AI disruption.

It’s not a lecture. It’s a working session with real talk, real tools, and a chance to rethink what leadership looks like when things don’t stand still.

👋 See you there.

Register your interest here: https://nexia-perth.activehosted.com/f/68?s=36e84a3dedc3b0e6fc7629d18dc7d992&nl=6&c=294&m=289

Ever open your laptop on a Monday and wonder where to even begin?Business doesn’t have to feel this complicated. And yet...
01/08/2025

Ever open your laptop on a Monday and wonder where to even begin?

Business doesn’t have to feel this complicated. And yet, for so many SME owners right now, it does.

That’s exactly why Nexia Perth’s Business Insights Sessions exist.
To make strategy feel doable.
To make growth feel guided.
To support better decision-making as a business leader.

👉 On Tuesday 19 August from 08:30am to 11:30am, we're hosting the next session: Strategic Levers for Growth in 2025/26.

You'll leave with:
→ Clarity on where to focus for growth
→ A practical take on AI and profitable performance
→ A clear alignment between your vision, strategy and ex*****on

Register here: https://pulse.ly/k54dpquyqe

21/07/2025

An executive with nearly three decades in corporate finance, Evelyn Tan is the consummate professional, advising companies in a diverse range of areas in their corporate transactions.

Her expertise spans valuations, financial modelling, financial due diligence, independent experts’ reports and transaction support and advisory, underpinned by a clear-eyed approach and unwavering commitment to quality.

Evelyn’s work is shaped by integrity, longevity, and strong relationships. Whether supporting an acquisition transaction or navigating a complex valuation, she brings clarity and structure to every engagement.

At Nexia, Evelyn is a trusted voice in Corporate Finance, helping corporates move forward with confidence.

We’re thrilled to announce the appointment of Katie McDonald as Director of Nexia Perth Financial Solutions 🎉If you've e...
09/07/2025

We’re thrilled to announce the appointment of Katie McDonald as Director of Nexia Perth Financial Solutions 🎉

If you've ever seen her speak (at UWA, Curtin, AIM or one of her many workshops), you’ll know this appointment is no surprise. She brings strategy, heart and sharp insight to everything she does; and her new role reflects the impact she’s already having on our clients, our team, and the broader financial planning community.

Katie’s leadership journey is powered by more than two decades of investment experience, a lifelong commitment to financial literacy, and an unwavering drive to empower others. The impact Katie has made on small business owners, families and women, in making confident financial decisions, has shaped the way we deliver strategic, practical advice at Nexia Perth.

“Appointments like Katie’s reflect the confidence we have in growing Nexia’s Financial Planning offering to our clients in Perth.” – Mal Di Giulio, Managing Director

27/06/2025

Integrity. It’s at the heart of everything we do, and a non-negotiable character trait within Nexia’s team members.

Our audit teams work with a wide range of listed companies, helping ensure that the numbers investors see are accurate, transparent, and trustworthy.

For us, it's not just about ticking boxes. It’s about building trust. With shareholders. With boards. And with each other.

🎥Audit & Assurance Director, Justin Mulhair, shares why integrity matters, and the role we play in upholding it every day.

11/06/2025

When you’ve worked with a client for 18 years, you don’t just know the business, you know the people.

For listed companies, Adam and his team bring structure and oversight.

For families, Adam ensures a sense of calm and control.

He’s helped both families and businesses not just stay compliant, but make progress - saving, investing, planning ahead.

Advisory with heart, backed by years of experience.

There’s something powerful about putting Perth’s business owners in a room with real advice, and real ambition.At our ES...
03/06/2025

There’s something powerful about putting Perth’s business owners in a room with real advice, and real ambition.

At our ESS and Client Sundowner, MC’d by Katie McDonald, we heard from our own Evelyn Tan and Dean Birch, alongside James McAuliffe from Steinepreis Paganin, on a deceptively complex topic: Employee Share Schemes (ESS).

We broke down incentive securities, tax structures, performance rights, and compliance responsibilities.

Thanks to everyone who joined us.

One of our clients came to us with six different finance platforms, conflicting reports, and no clear financial strategy...
17/04/2025

One of our clients came to us with six different finance platforms, conflicting reports, and no clear financial strategy.

Sound familiar?

Messy accounting systems, compliance confusion, and manual processes = money left on the table.

We streamlined everything into a single unified financial system, saving them 12 hours a week and unlocking better profitability insights.

The lesson? Complexity kills efficiency. Let Nexia do the simplifying.

Some NFPs think financial planning is only for the big players. It’s not.📊 Small NFPs with structured financial governan...
07/04/2025

Some NFPs think financial planning is only for the big players. It’s not.

📊 Small NFPs with structured financial governance attract more grants, donors, and partnerships.

Why? Because funders trust organisations that show financial strength and transparency.

If you’re doing good work, you deserve financial backing.

新年快乐！恭喜发财🌟🐍 Happy Lunar New Year! 🧧✨We wish you a prosperous and successful Year of the Snake.The snake symbolises wisdo...
29/01/2025

新年快乐！恭喜发财🌟

🐍 Happy Lunar New Year! 🧧✨

We wish you a prosperous and successful Year of the Snake.

The snake symbolises wisdom, strategic thinking, and transformation – qualities that inspire growth and resilience in the face of change.

As your trusted partner in business and personal finance, we look forward to helping you connect with your true potential in the year ahead.

🎄 ‘Twas the season of Christmas, and all through the year,We’ve uncomplicated business and built partnerships dear.From ...
25/12/2024

🎄 ‘Twas the season of Christmas, and all through the year,
We’ve uncomplicated business and built partnerships dear.

From tax alliance to business insights, we’ve helped you to grow,
Turning numbers to stories to guarantee some cash flow.

As we close out this season and reflect on success,
We’re grateful for clients who make us feel blessed.

So here’s to the holidays, to joy and to cheer,
From all of us at Nexia – we’ll see you next year!

✨ Wishing you a Merry Christmas and a prosperous New Year!

🎯 Managing an SMSF can feel overwhelming. Ever-changing laws and compliance requirements can complicate things.💡 Here’s ...
17/12/2024

🎯 Managing an SMSF can feel overwhelming. Ever-changing laws and compliance requirements can complicate things.

💡 Here’s the good news:
With Nexia Perth, you don’t have to do it alone. We’re here to uncomplicate the complicated, helping you stay compliant and advising you on optimising your fund for the best possible tax results.

How we help you:
✅ Expert advice to manage your portfolio.
✅ Custom strategies tailored to your goals.
✅ Peace of mind knowing your SMSF is in expert hands.

Whether you're new to SMSFs or looking to refine your existing strategy, we’re here to connect you with your potential.

Address

Level 3, 88 William Street
Perth, WA
6000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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