Legal Sector

We provide expert accounting and advisory solutions to help legal Firms and Practitioners achieve financial success.

At Nexia Sydney, our specialists understand the unique challenges and opportunities of the legal sector. We partner with Firms and Individuals to overcome these challenges, identify opportunities, and make informed decisions to achieve business and personal financial goals.

Solutions for Legal Firms

Nexia Sydney provides practical, proactive and cost-effective solutions through our full suite of Tax, Advisory and Business Services.

Our partner-led approach means you benefit from a dedicated team to provide you with a holistic and personalised service.

We can support your Firm manage its finances, optimise operations, ensure compliance with regulations, and provide strategic advice to support ongoing growth and profitability through:

  • Annual accounting & tax compliance
  • Tax Planning & strategies
  • Succession planning
  • Budget & forecasting
  • FBT
  • Understanding ATO obligations re partnership & service trust income
  • Virtual CFO solutions
  • Trust account audits 
  • Navigating service trust distributions
  • Corporate secretarial 
  • Entity structure advice
  • M&A & Restructuring
  • Profitability analysis
  • Guidance on allocation of professional firm profits


Create, Manage and Grow Your Personal Wealth

We partner with legal professionals to create effective wealth creation and tax compliance strategies to optimise your financial position, expand career opportunities, and plan for your ideal retirement lifestyle.

Our team of wealth management specialists understand the legal sector, and provide a holistic approach through financial planning, superannuation advice, personal insurance protection advice, and mortgage and estate planning advice.

Our Partner Services offering for Lawyers and Barristers includes: 

  • Annual tax compliance for family groups
  • Structuring and entity establishment 
  • SMSF establishment and annual compliance
  • Superannuation contribution advice
  • Wealth building advice
  • Cashflow forecasting & projection 
  • Debt management
  • Income protection insurance
  • Investment and portfolio construction advice
  • Tax advice, planning & strategies
  • Understanding of and experience with practice software including Barbooks, Practice Evolve, Aderant & Filepro
  • Competitive finance and lending solutions


Relevant Contacts

Show the relevant contacts from