I want to transfer an SMSF
Pictured: Rasa & Tony Mauragis - Clients since 2007
Join the Dixon Advisory SMSF service
Want assistance with administering your SMSF or not satisfied with your current provider? Transfer to our SMSF service, and we’ll take care of the details for you.
With our service, you’ll benefit from our all-inclusive fee, having your own Superannuation Account Manager and Investment Advisor, quality support from our Technical Services team and annual tax returns completed by 31 October (where information is supplied within a reasonable time to meet that deadline).
We’ll take care of all the paperwork for you, and you’ll have direct contact with your Superannuation Account Manager and Investment Advisor when you need it. Our experienced Investment Committee, headed by Daryl Dixon and Max Walsh, develops our investment strategies, which will be passed on to you by your Investment Advisor.
As a Dixon Advisory client, you’ll also have access to tax planning and strategic advice, insurance, estate planning and property investment advice.
The benefits for your SMSF
When you join the Dixon Advisory SMSF service, your Superannuation Account Manager and Investment Advisor will assist you with every aspect of transferring and administering your fund.
When transferring your SMSF to Dixon Advisory, we will:
- review and update the compliance documents for your SMSF, include your fund’s trust deed
- liaise with your previous accountant or administrator to obtain all necessary documents
- establishment an investment account for your SMSF through Dixon Advisory, and organise the transfer of your investment portfolio onto this account
- carry out a complete portfolio review and provide a statement of advice.
Make an appointment to talk to one of our experts about transferring your SMSF by calling 1300 852 017 or completing the online form.
Find out more about SMSFs at our education seminar: Is an SMSF right for you?
Ongoing administration for your SMSF
Once you’ve set up your SMSF, your Superannuation Account Manager will support you with the ongoing administration of your SMSF and provide assistance with the compliance of your fund.