Free SMSF transfer. Save $1,100.

Offer ends 31 May.

You can be confident your SMSF is in good hands

We're the self managed super fund (SMSF) experts. We currently help more than 4,000 families with their SMSFs with combined assets in excess of $4 billion.

We'll take care of the fund's paperwork and give you tailored super and investment advice. You'll also benefit from strategies developed by an investment committee headed by Daryl Dixon and Max Walsh who each have more than 40 years of experience investing in all market conditions.

Tailor a package to suit your needs. You can gain access to:

  • SMSF specialists who help you with the establishment, administration and compliance of your self managed super fund
  • Financial Advisors who can provide financial strategy advice to help you build and protect your wealth
  • Investment Advisors who help you manage your investment portfolio, diversify your investments across all major asset classes and monitor your portfolio
  • Estate Planners who provide professional legal advice to help you transfer your wealth to your intended beneficiaries in a way that minimises their taxation liability and provides maximum asset protection
  • Property Investment Advisors who help you decide whether to invest in residential property, identify and select suitable properties and negotiate the best possible price as well as provide ongoing management of your asset.

Our team can work with you to ensure you maximise all the benefits of an SMSF.

What you get with our SMSF service:

  • Our all-inclusive fee includes administration/pensions/ongoing reporting – SMSF packages start from just 1.15%, capped at $6,990 pa.
  • We take care of all the fund's paperwork including tax returns and audits.
  • Accounts/tax returns are completed by 31 October each year provided all information is received within a reasonable time frame to meet this deadline.
  • Tailored advice from your personal Investment Advisor and access to Financial Advisors sets us apart.
  • You'll have direct contact with your qualified Superannuation Account Manager, Investment Advisor and Financial Advisor (if applicable).

Offer ends 31 May.

Complete the contact form below.

MAKE AN APPOINTMENT


Call us to make an appointment:
1300 852 017

2011 HONOURS

No 1 SMSF Provider Smart Investor Award; 2011 Best Consumer Product Australian Business Awards 

No. 1 SMSF Provider
Financial Review
Smart Investor

 

 

 

 

Best Consumer Product
Australian Business Awards

 

 

 

 

   Read more about our awards.

Our Services

Dixon Advisory provides a wide range of services:

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