Would you like greater flexibility and control over your retirement savings and how they’re invested? Consider setting up a self managed super fund (SMSF).
As the name suggests, you manage the fund and decide how to invest. You have a wider choice of investments than in the other superannuation options. The fees are generally lower too, and the flexible nature of SMSFs allow you to benefit from the significant tax advantages that superannuation provides. You also have the flexibility to make timely investment decisions when market conditions change.
The SMSF can have up to four members so you can include your family, giving the fund more to invest and keeping fees lower for everyone.
We provide a comprehensive SMSF Accounting, Compliance and Administration service. We take care of the fund setup if you’re looking to establish a fund. If you have an existing SMSF we can assist you to transfer your fund to our service. We handle the fund’s paperwork – tax returns, member contribution statements and the annual audit.
We pride ourselves on outstanding customer service. You have direct access to your own Superannuation Account Manager (a degree-qualified accountant), personally tailored investment advice and support from our Technical Services team.
As a Dixon Advisory client, you also have access to strategic and investment advice from our specialist advisors as well as estate planning and property investment advice.
Our SMSF Directors would be happy to discuss our services with you, either in person or over the phone. Book an obligation free appointment by filling out the online form or by calling 1300 852 017.
Attend our SMSF education seminar.
01/05/2012 - Things to consider when borrowing to buy a property in super
Investing in residential property inside a self managed super fund can offer significant benefits to investors of all ages. Among these are the diversification of the investment portfolio, the considerable tax advantages and the ability to invest in a tangible asset. Gearing can be an effective way of gaining access to this asset class, but it’s not for everyone.
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New video: Why use an SMSF?
David Calvert explains the main reasons why more people are choosing SMSFs - control, flexibility and cost.
“In comparison to my previous SMSF provider, Dixon Advisory provides more information such as regular seminars, a personal Account Manager and a separate Investment Advisor, so I am much better informed. I receive quarterly reviews and am able to speak with my Manager or Advisor at any time, plus, of course, the ability to establish a personal professional relationship with them.” John McCaffrey 2010
Read more testimonials.
Call us to make an appointment: 1300 852 017
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