Our Gold Service is the preferred service for many of our clients, providing a comprehensive, integrated financial solution. You benefit from the skills of our financial advisory, investment and SMSF administration teams.
Financial strategy advice
With our Gold service, one of our highly trained Financial Advisors works with you to help you improve your financial situation and achieve your goals.
Your Financial Advisor can assist you with:
- personal tax management
- debt management
- salary sacrifice strategies
- transition to retirement and account based pension strategies
- non concessional contributions, and
- access to government benefits.
Your Financial Advisor formally meets with you twice yearly and can be contacted throughout the year via phone or email.
Learn more about our Financial Advisory services.
SMSF accounting and administration
Your dedicated SMSF Account Manager, who is a qualified accountant, looks after the paperwork for your SMSF and takes care of the compliance requirements for your fund.
The service includes preparing and lodging the annual financial statements and tax return and the audit of your fund. Your SMSF Account Manager maintains an up-to-date listing of your fund’s investments which you can access online, with market prices updated daily.
The service also includes preparing all necessary minutes and commencing and maintaining all types of pensions.
Learn more about our SMSF administration service.
Investment advice
With our Gold service, your dedicated Investment Advisor helps you build and monitor your investment portfolio. Your Investment Advisor works closely with Dixon Advisory’s Investment Committee and proactively provides investment recommendations and asset allocation advice.
Your Investment Advisor formally reviews your portfolio every quarter, and is always available by phone, email or in person.
As a Gold client, you’ll also enjoy priority access to any investment opportunities which have limited availability.
Learn more about our Investment Advisory service.
Additional benefits
With our Gold service, you also receive assistance from our estate planning, insurance and mortgage specialists. You will be invited to exclusive quarterly seminars hosted by Max Walsh and Daryl Dixon and receive regular commentary on the economy from Max Walsh and our monthly market update.
Is this service right for you?
Our Gold service may suit anyone requiring a full advisory service encompassing all aspects of their finances, including proactive advice, and are willing to pay a discounted fee for some additional Dixon Advisory services.
Contact us about our services.
“The full range of services makes sense – one firm you trust, with a designated Financial Advisor who devises a strategy best suited to your individual needs which can change over time; an Account Manager who oversees the day-to-day management of the SMSF; and an Investment Advisor to manage the investment portfolio. In short – a tried and true, trusted team for us to manage all those aspects of our SMSF.” Mary Elizabeth Gaskill 2010 Read more testimonials >>