With our Investment Advisory service, your Investment Advisor assists you with managing your self managed super fund’s (SMSF’s) investment portfolio.
Your investment portfolio is tailored to suit your needs as an investor, taking into account your attitude to investment risk and your investment objectives.
Your Investment Advisor provides you with ongoing reviews outlining key recommendations, market and specific security updates, asset allocations and income projections.
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 the Investment Committee.
Learn more about our committee approach to investing and the benefits it provides to our clients.
Dixon Advisory’s model portfolios
Our Investment Committee has developed model portfolios for SMSFs that have an excellent track record in all market conditions.
These model portfolios have been carefully constructed at different risk levels for various investor types. Based on these model portfolios, your Investment Advisor will customise your portfolio for your individual needs.
Capped investment advisory fees
While you’ll have access to your own highly qualified Investment Advisor, you’ll only be charged on transactions. Currently, this is a 1.1% securities trade fee with an $82.50 minimum and $399 maximum per order.
Trades over $35,000 have a fee capped at $399 (excluding raisings by Dixon Advisory).
If you choose to trade through your own stockbroker, you may have to pay higher administration and/or transaction fees.
Annual investment seminar
Each year, you’ll be invited to an exclusive Dixon Advisory investment seminar featuring our world class panel of experts discussing the most important investment themes of the year. Following the presentations, there’ll be an opportunity for you to ask questions of the panel in our Q&A session.
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 how we can help you with cash accounts and term deposits.
Access attractive initial public offerings and secondary capital raisings
Our clients can benefit from Dixon Advisory’s ability to secure sizable allocations of initial public offerings and secondary capital raisings from blue chip Australian companies. This allows our clients to invest more in appropriate opportunities than they may otherwise be able to by purchasing through online or other discount brokers.
Unique investment solutions from Dixon Advisory
To help our clients gain access to 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:
Read profiles of our Investment Advisors.
Contact us about investing.
“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 >>