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Private

Horizon Nexus Partners acts as a trusted advisor to high-net-worth individuals, multi-generational families, and private wealth groups.

Private

Horizon Nexus Partners acts as a trusted advisor to high-net-worth individuals, multi-generational families, and private wealth groups. We understand that significant wealth brings both opportunity and complexity; our mission is to provide the clarity required to preserve, structure, and transition that wealth across generations. Our expertise includes:

  • Strategic Tax Structuring
  • Asset Protection
  • Capital Gains Planning
  • Intergenerational Succession
  • ATO Advisory & Representation

Our approach is deeply personal, highly discreet, and meticulously aligned with your long-term legacy objectives.

Key Capabilities

Business Services

We partner with founders and business owners to provide commercially focused advice that extends beyond traditional accounting. Our team acts as a strategic sounding board, helping you navigate the lifecycle of your enterprise. From initial scaling and operational complexity to eventual exit. We focus on driving sustainable growth while protecting the inherent value of your business.

Key Services:

  • Structuring & Restructuring
  • Financial & Tax Reporting
  • Cashflow & Performance Oversight
  • Transaction Advisory
  • Governance & Risk Management

Corporate Tax

In an increasingly complex global regulatory environment, Horizon Nexus Partners delivers technically rigorous, commercially aligned tax advice. We work with domestic corporations and multinational groups to navigate the intricacies of the Australian tax system, ensuring that tax strategy supports—rather than hinders—business velocity.

Key Services:

  • Corporate Strategy & Compliance
  • Tax Consolidations
  • Cross-Border Taxation
  • M&A Deal Support
  • Regulatory & Large Entity Advisory

Superannuation

We view Self-Managed Superannuation Funds (SMSFs) as a critical pillar of a broader wealth ecosystem. Our services are designed to remove the administrative burden from trustees while ensuring that retirement vehicles are fully integrated with tax, estate, and investment strategies.

Key Services:

  • Reporting & Compliance
  • Pension & Contribution Oversight
  • Audit Coordination
  • Investment Structuring within SMSF

Estate Planning & Private Foundations

True wealth management extends beyond the present. Horizon Nexus Partners helps clients design and implement structures that protect their legacy and reflect their values. Whether through the creation of testamentary trusts or the establishment of philanthropic vehicles, we ensure that your wealth continues to have a purposeful impact long after it has been earned.

Key Services:

  • Estate Structuring & Testamentary Trusts
  • Intergenerational Wealth Transfer
  • Private Ancillary Funds (PAFs)
  • Governance & Oversight

Family Dynamics, Governance and Succession Planning

True wealth management extends beyond the present. Horizon Nexus Partners helps clients design and implement structures that protect their legacy and reflect their values. Whether through the creation of testamentary trusts or the establishment of philanthropic vehicles, we ensure that your wealth continues to have a purposeful impact long after it has been earned.

Key Services:

  • Estate Structuring & Testamentary Trusts
  • Intergenerational Wealth Transfer
  • Private Ancillary Funds (PAFs)
  • Governance & Oversight

Peter Pagonis
Co-Head of Succession

M: +61 417 505685
E: 
peter.pagonis@horizonnp.com.au