Educational seminars

Seminars

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Which seminar to attend

Expand all

  • Is an SMSF right for you?

  • Making your SMSF work harder

  • Super strategies for over 50s

  • Investment strategies for over 50s

  • Maximising your CSS for retirement

  • Maximising your PSS for retirement

  • Investing in property

  • Maximising a voluntary redundancy

If you would prefer to meet directly with a Dixon Advisory senior executive to discuss your situation, make an enquiry via our Contact Us page.

Details of all the latest Dixon Advisory seminars are found in the table below. To sort by seminar name, location or date & time, click on the corresponding arrow in the table menu.

Maximising your CSS for retirement

What will you learn

Speakers: Lee Eaton

Cost: $20 per person, $30 per couple

Super strategies for over 50s

What will you learn

Speakers: Robert Turner,Keith Jorgensen

Cost: $20 per person, $30 per couple

Investment strategies for over 50s

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Jon Dickson

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Jon Dickson

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Robert Turner,James Bailey

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Jon Dickson

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Chris Monaghan

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Rob Gilmour

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Jon Dickson

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Jon Dickson

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Chris Monaghan

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Stephen Hogg,Craig Cameron

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nick Ries

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nick Ries

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nick Ries

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nick Ries

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nick Ries

Cost: $20 per person, $30 per couple

Is an SMSF right for you?

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: Kane Miller,Nic Kelly

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Making your SMSF work harder

What will you learn

Speakers: David Calvert,Craig Cameron

Cost: $20 per person, $30 per couple

Seminar Topic


ALL
Is an SMSF right For You ?
Investing in property
Maximising your voluntary redundancy
Estate planning
Making your SMSF work harder
Investment strategies for over 50s
Maximising your CSS for retirement
Super strategies for over 50s
Maximising your PSS for retirement

State


ALL
ACT
NSW
TAS
QLD
VIC

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Location
Date & time

Or click on the arrows below to sort by each column.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nick Ries

Investment Advisor

 

With considerable experience advising trustees of self managed super funds and other long-term investors, Nick Ries provides investment and portfolio construction advice to clients in line with the views of the Investment Committee.

Stephen Hogg

Associate Director, Superannuation

 

Stephen is responsible for ensuring that Dixon Advisory clients receive the highest possible levels of service through the training, development and mentoring of the Sydney self managed superannuation fund team.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nick Ries

Investment Advisor

 

With considerable experience advising trustees of self managed super funds and other long-term investors, Nick Ries provides investment and portfolio construction advice to clients in line with the views of the Investment Committee.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

Lee Eaton

Director, Head of Canberra Financial Advisory

 

Lee Eaton has considerable expertise across all areas of financial advisory including financial planning strategies, personal tax management, superannuation and retirement planning, wealth accumulation strategies and insurance. Having provided financial strategy advice to a significant number of Canberra clients, including self managed super fund members, public servants, self employed contractors and small business operators, Lee is well placed to lead the Canberra Financial Advisory team.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Jon Dickson

Associate Director, Investment Advisory

 

With extensive experience providing investment advice across all asset classes, Jon Dickson helps clients invest in line with the Dixon Advisory investment philosophy – aiming to invest safely in growth-style assets and maximising income from fixed-interest investments.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Jon Dickson

Associate Director, Investment Advisory

 

With extensive experience providing investment advice across all asset classes, Jon Dickson helps clients invest in line with the Dixon Advisory investment philosophy – aiming to invest safely in growth-style assets and maximising income from fixed-interest investments.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Jon Dickson

Associate Director, Investment Advisory

 

With extensive experience providing investment advice across all asset classes, Jon Dickson helps clients invest in line with the Dixon Advisory investment philosophy – aiming to invest safely in growth-style assets and maximising income from fixed-interest investments.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nick Ries

Investment Advisor

 

With considerable experience advising trustees of self managed super funds and other long-term investors, Nick Ries provides investment and portfolio construction advice to clients in line with the views of the Investment Committee.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Chris Monaghan

Associate Director, Investment Advisory

 

An experienced investment advisor with expertise across all asset classes, Chris Monaghan specialises in advising a variety of clients including self managed super funds (SMSFs), family and charitable trusts and companies.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Jon Dickson

Associate Director, Investment Advisory

 

With extensive experience providing investment advice across all asset classes, Jon Dickson helps clients invest in line with the Dixon Advisory investment philosophy – aiming to invest safely in growth-style assets and maximising income from fixed-interest investments.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nick Ries

Investment Advisor

 

With considerable experience advising trustees of self managed super funds and other long-term investors, Nick Ries provides investment and portfolio construction advice to clients in line with the views of the Investment Committee.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Jon Dickson

Associate Director, Investment Advisory

 

With extensive experience providing investment advice across all asset classes, Jon Dickson helps clients invest in line with the Dixon Advisory investment philosophy – aiming to invest safely in growth-style assets and maximising income from fixed-interest investments.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nick Ries

Investment Advisor

 

With considerable experience advising trustees of self managed super funds and other long-term investors, Nick Ries provides investment and portfolio construction advice to clients in line with the views of the Investment Committee.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

Robert Turner

Executive Director, Superannuation

 

A self managed super fund (SMSF) specialist and one of the pioneers of Dixon Advisory’s SMSF service, Robert Turner joined in 2001 when the firm had only a small number of Canberra clients with self managed super funds. Today Robert is responsible for the operations of the SMSF Accounting, Compliance and Administration team in Canberra – a staff of more than 50 providing services to 1700 clients.

James Bailey

Director, Head of Canberra Investment Advisory

 

An investment expert specialising in constructing high income portfolios for self managed super fund (SMSF) clients, James Bailey heads the Canberra Investment Advisory team, with around 2,000 clients and just over $1 billion in assets. He meets new clients, ensures advisors are trained in Dixon Advisory’s investment principles, identifies new business opportunities, recruits quality staff and ensures the investment service is of the highest standard.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Craig Cameron

Executive Director

 

An investment expert with more than 15 years’ experience in client-facing roles in financial services such as investing, financial planning, superannuation and insurance, Craig Cameron is well placed to provide tailored investment advice to new clients. Through his extensive knowledge and experience, Craig assesses what clients are hoping to achieve, what suits their own personal circumstances and how Dixon Advisory can help.

Kane Miller

Associate Director, Superannuation

 

Kane is a self managed super fund (SMSF) specialist with eight years’ accounting experience. As well as managing a portfolio of clients, he also supports and mentors SMSF account managers.

Nic Kelly

Investment Advisor

 

With more than a decade of experience in financial services including asset allocation advice for superannuation funds and personal finance management, Nic Kelly is a member of the Melbourne Investment Advisory team.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Rob Gilmour

Executive Investment Advisor

 

With extensive experience, gained predominantly in institutional funds management, Rob Gilmour advises retail investors on how to construct and manage their portfolio with a range of investments across all asset classes. Rob gives clients the tools and knowledge to make decisions about how to structure their investments inside and outside of super, tailoring the views of the Investment Committee to help them achieve their long-term financial goals.

David Calvert

Managing Director, Superannuation

 

With significant expertise in self managed super fund accounting and compliance as well as general retirement strategies, David Calvert is Managing Director of Dixon Advisory’s SMSF Accounting, Compliance and Administration Division, which is responsible for the administration of more than 4,000 SMSFs with approximately $4 billion in assets. David was instrumental, along with Group Managing Director Alan Dixon and Executive Director, Superannuation Robert Turner, in developing Dixon Advisory’s specialist SMSF service.

Chris Monaghan

Associate Director, Investment Advisory

 

An experienced investment advisor with expertise across all asset classes, Chris Monaghan specialises in advising a variety of clients including self managed super funds (SMSFs), family and charitable trusts and companies.

Seminar Name Location Date & Time Status

Is an SMSF right for you?

 

Grand Hyatt, Melbourne City

24/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Hilton Hotel, Sydney City

24/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Punt Hill Apartments, Essendon

28/05/2013
06:30 PM

Register Now

Is an SMSF right for you?

 

Quest Beaumont, Kew

29/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

29/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Crowne Plaza, Newcastle

29/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Crowne Plaza, Newcastle

29/05/2013
05:30 PM

Register Now

Super strategies for over 50s

 

Dixon Advisory, Canberra City

29/05/2013
05:30 PM

Register Now

Maximising your CSS for retirement

 

Dixon Advisory, Canberra City

30/05/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, East Melbourne

30/05/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Crowne Plaza, Newcastle

30/05/2013
12:30 PM

Register Now

Investment strategies for over 50s

 

Dixon Advisory, Canberra City

30/05/2013
05:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, North Sydney

31/05/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, East Melbourne

03/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Hilton Hotel, Brisbane City

04/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

04/06/2013
05:30 PM

Register Now

Is an SMSF right for you?

 

Hilton Hotel, Brisbane City

04/06/2013
05:30 PM

Register Now

Making your SMSF work harder

 

Hilton Hotel, Brisbane City

05/06/2013
05:30 PM

Register Now

Is an SMSF right for you?

 

Novotel Hotel, Glen Waverley

05/06/2013
06:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, Canberra City

06/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Grand Hyatt, Melbourne City

06/06/2013
06:00 PM

Register Now

Is an SMSF right for you?

 

Hilton Hotel, Sydney City

11/06/2013
06:00 PM

Register Now

Is an SMSF right for you?

 

The Brighton Savoy

11/06/2013
06:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

12/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, North Sydney

13/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, East Melbourne

13/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Grand Hyatt, Melbourne City

14/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, Canberra City

18/06/2013
05:30 PM

Register Now

Making your SMSF work harder

 

Hilton Hotel, Sydney City

19/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

20/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, East Melbourne

20/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Dixon Advisory, North Sydney

20/06/2013
05:30 PM

Register Now

Making your SMSF work harder

 

Pymble Golf Club

21/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Quest Beaumont, Kew

25/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, North Sydney

25/06/2013
05:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, East Melbourne

26/06/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

26/06/2013
05:30 PM

Register Now

Is an SMSF right for you?

 

Dixon Advisory, Canberra City

27/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Asquith Golf Club, Hornsby

27/06/2013
12:30 PM

Register Now

Making your SMSF work harder

 

Punt Hill Apartments, Essendon

27/06/2013
06:30 PM

Register Now

Is an SMSF right for you?

 

Mantra Hotel, Parramatta

02/07/2013
12:30 PM

Register Now

Is an SMSF right for you?

 

Hilton Hotel, Sydney City

04/07/2013
12:30 PM

Register Now

Address: 123 Collins Street, Melbourne City VIC

Address: 488 George Street, Sydney NSW

Address:

Address: 7 Studley Park Road, Kew VIC

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Crowne Plaza - Cnr Merewether Road & Wharf Street, Newcastle NSW 2300

Address: Crowne Plaza - Cnr Merewether Road & Wharf Street, Newcastle NSW 2300

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 2, 250 Victoria Parade, East Melbourne

Address: Crowne Plaza - Cnr Merewether Road & Wharf Street, Newcastle NSW 2300

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 7, 100 Pacific Highway,
North Sydney NSW

Address: Level 2, 250 Victoria Parade, East Melbourne

Address: 190 Elizabeth Street, Brisbane City QLD

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: 190 Elizabeth Street, Brisbane City QLD

Address: 190 Elizabeth Street, Brisbane City QLD

Address: 285 Springvale Road, Glen Waverley VIC

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: 123 Collins Street, Melbourne City VIC

Address: 488 George Street, Sydney NSW

Address:

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 7, 100 Pacific Highway,
North Sydney NSW

Address: Level 2, 250 Victoria Parade, East Melbourne

Address: 123 Collins Street, Melbourne City VIC

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: 488 George Street, Sydney NSW

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 2, 250 Victoria Parade, East Melbourne

Address: Level 7, 100 Pacific Highway,
North Sydney NSW

Address: Cowan Road, St Ives NSW 2073

Address: 7 Studley Park Road, Kew VIC

Address: Level 7, 100 Pacific Highway,
North Sydney NSW

Address: Level 2, 250 Victoria Parade, East Melbourne

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Level 1, 73 Northbourne Ave, Canberra ACT

Address: Lord Street, Mount Colah NSW

Address:

Address: Cnr Parkes Street & Valentine Ave, Parramatta NSW 2150

Address: 488 George Street, Sydney NSW

Introduction to SMSFs

Our seminar speaker, David Calvert discusses how self managed super funds differ from other super funds and what's required to set one up. 

  

 

View more videos on self managed super funds, investment, financial strategy planning, property investment and estate planning on our Video Channel.