Dixon Advisory's Fixed Interest team can provide you with a comprehensive cash administration and management service. We use a wide selection of banks and accounts that we believe offer a competitive mix of returns and functionality that are covered by the Australian Government Deposit Guarantee.
Managing your account balances to maximise interest returns
We proactively manage your account balances to maximise returns by continuously monitoring and arranging cash transfers to ensure any cash surplus to your immediate requirements is invested in the highest yielding accounts.
Managing your account balances to meet your daily requirements
We proactively manage your account balances to meet daily requirements by continuously monitoring and arranging cash transfers to ensure your cash is available in transaction accounts to meet your day-to-day obligations such as pension payments, payment of fees, settling share purchases and honouring cheques.
Advice and management of term deposits
- We can arrange term deposits with varying terms and interest rates from a wide range of institutions.
- We can advise you on the best term strategies to optimise interest and flexibility.
- You can place term deposits with our Fixed Interest team without the need for additional paperwork.
- We notify you when your term deposits mature and provide you with the latest rate options.
Dealing with banks directly on your behalf
- We provide banks with any oustanding information and can provide you with online access and duplicate statements if required.
- We can negotiate with banks on your behalf for the highest term deposit rates available and monitor special rates available in the market.
Read profiles of our Investment Advisors.
Contact us about investing.
<< Back to Investing in your SMSF.
<< Back to why choose us to help you invest 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 >>