Dixon Advisory provides tailored advice for public servants and super members with corporate defined benefit plans.
Executive Chairman Daryl Dixon has been advising public sector employees on how to make the most of their superannuation and pension schemes since 1986. Over that time, Daryl has built a strong reputation among public servants for providing expert professional financial advice.
Our Financial Advisors have expertise in helping public servants with strategies to make the most of their defined benefit super schemes.
Common defined benefit super schemes include:
- Commonwealth public sector super funds such as CSS, PSS, DFRDB, MSBS
- NSW public sector schemes - SSS, SASS and First State
- Victorian public sector schemes – ESSS, New Scheme, Revised Scheme.
We also help many private sector employees navigate the complexities of corporate defined benefit plans including UniSuper, Telstra and Qantas.
If you’re a public servant or have a private sector defined benefit super account, we can help you with:
- transition-to-retirement strategies
- tax-effective strategies to maximise your defined benefit scheme
- maximising investment opportunities
- assessing a potential redundancy
- setting up a self managed super fund
- transferring to the state public service or private sector
- protecting your family’s income and assets from the unexpected
- passing your assets to your loved ones in the most tax-effective manner.
Is self managed super suitable for you?
Are you a public servant close to retirement? A self managed superannuation fund (SMSF) may provide the perfect solution for defined benefit scheme members wanting to take control of their super investments and effectively manage available tax benefits.
To make an appointment with a Financial Advisor, call 1300 852 017 or fill in the online contact form.
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