Our Silver service may suit those requiring professional SMSF administration and assistance with investing in their SMSF.
SMSF accounting and administration
With our Silver service, 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 the 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 services.
Investment advice
You also have a dedicated Investment Advisor to help 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 annually, and is available by phone or email.
You will also be invited to an annual SMSF & Investment seminar hosted by Max Walsh and Daryl Dixon.
Is this service right for you?
Our Silver service may suit anyone seeking Dixon Advisory’s investment advice coupled with our high quality SMSF administration service. They may also want access to financial strategy advice as they require it on a fee for service basis.
Find out about the benefits of joining our Gold service.
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 >>