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Keen to take control of your investment and retirement strategy? Looking for guidance from industry experts?

Tap into the expertise of Dixon Advisory’s thought leaders as they share their ideas on a range of important wealth management and retirement planning topics.

Our expert insights will help you unravel the complexities of superannuation, investments and the economy, providing you with the knowledge to make more informed decisions about managing your wealth and your self managed super fund (SMSF).

You’ll discover financial strategies that tackle real-life retirement planning challenges, and nurture your intellect through our thought-provoking and educational pieces.

Our experts have a global outlook and are leaders in superannuation, finance and investing – some sit on the firm's Investment Committee, and all of them are committed to empowering you to take control of your decision making.

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Boost your super and manage CGT shares

Ishara Rupasinghe, Director

For those who are recently retired, or close to it, and hold shares outside of super, they often wish for a way to get them into super without incurring a...Read more

Estate Planning in a COVID-19 World

Vik Sundar, Managing Director – Law

As the world adjusts to ‘the new normal’ in the face of COVID-19 (or coronavirus), one often overlooked impact of the virus is its effect on...Read more

Why it could be time to review your estate planning

Vik Sundar, Managing Director – Law

Australia is experiencing one of the largest intergenerational wealth transfers in our history, with more than $3 trillion dollars expected to pass to...Read more

Understanding the impact of inflation on investments

Lyle Meaney, Managing Director, Wealth Advice

There has been significant media rhetoric surrounding the weakness in Australian inflation, and with it, some confusion as to the impact of inflation on...Read more

End of financial year tips to help you save on tax

Nerida Cole, Managing Director, Head of Advice

With only a small window remaining until the end of the financial year, focusing on tax and super-saving opportunities now is critical. Working effectively...Read more

What the US yield curve inversion means for your investment portfolio

Patrick Broughton, Investment Committee Member

The US yield curve has received considerable focus in the last few weeks, with widespread commentary on its ‘inversion’. For investors, it...Read more

How Australia’s residential property downturn could impact your investments

Patrick Broughton, Investment Committee Member

As an Investment Committee, we continue to hold several concerns about the Australian economy; namely lack of wage growth, the high level of household...Read more

How US and Australian interest rates may impact investment markets in 2019

Patrick Broughton, Investment Committee Member

2019 has seen a relatively positive start for investors, particularly after the turmoil in global markets at the end of last year. However, two recent...Read more

Why super is still super – strategies for tax-effective investing

Ishara Rupasinghe, Director

This year is likely to see more changes to the super and tax environment after the federal election, in addition to the last round of changes made in 2017....Read more

Global economic pressures and the impact on Australian investors

Patrick Broughton, Investment Committee Member

The Australian economy is moving forward at a reasonable pace – however, we are not immune to global pressures. Asked recently about his outlook for...Read more

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