Dixon Advisory currently helps more than 4,000 Australian families with their self managed super funds (SMSFs) with a combined value of over $4 billion in assets.
Through our SMSF administration service, you can also take advantage of our Investment Advisory service where you are appointed an Investment Advisor to help you invest in your SMSF.
Your tailored investment portfolio
Your investment portfolio is tailored to suit your individual needs as an investor. Your Investment Advisor takes into account your objectives and attitude towards investment risk and recommends appropriate investments based on our model portfolios and recommendations from our Investment Committee.
Once implemented, your Investment Advisor monitors your portfolio daily.
Keeping you updated
Your Investment Advisor provides you with ongoing advice outlining:
- key recommendations
- market and specific security updates
- asset allocations, and
- income projections.
Depending on the level of service you choose, you will also meet with your Investment Advisor either annually or quarterly to formally review your portfolio.
Our committee approach to investing
Dixon Advisory adopts a committee approach to investment advice.
All aspects of the investment process, from the broad strategy to individual client recommendations, are discussed and agreed to by members of the Investment Committee.
Learn more about our committee approach to investing and the benefits it provides to our clients.
Cash solutions at attractive rates
All SMSFs must have a cash management trust. We’ve negotiated special deals for our clients on cash management accounts and term deposits:
Learn more about how we can help you with cash accounts and term deposits.
Unique investment solutions from Dixon Advisory
To help our clients access investment opportunities they may otherwise not have access to, we’ve developed a number of structured investment funds that clients can choose to incorporate into their investment portfolios where appropriate.
Why choose Dixon Advisory to help you invest in your SMSF.
Read profiles of our Investment Advisors.
Contact us about investing in your SMSF.
“We have appreciated the personal contact established with our Investment Advisor, Account Manager and Broker, all of whom understand and respect our investment philosophy and keep us informed, and promptly respond to any enquiry we make.” Joy & Len Sheargold, 2010 Read more testimonials >>