Our insights

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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Making the most of a QSuper Defined Benefit account

Damien Kennedy, Director

Imagine not having to rely on investment returns to determine your final retirement benefit, but instead having certainty around the lump sum you eventually...Read more

Why timing is key for executives to build wealth

Nerida Cole, Managing Director, Head of Advice

Too little time and paying too much tax are common concerns for executives. Nerida Cole discusses why financial strategies for executives also need to be...Read more

What you need to know about the new financial year changes to super

Ishara Rupasinghe, Director

Keeping on top of the latest super rules can sometimes feel like a full-time job. But whether you’re a member of a retail fund, industry fund, public...Read more

How couples can keep their super balance growing more evenly

Nerida Cole, Managing Director, Head of Advice

If you are a member of a couple and want to build your super balance tax effectively, now is a great time to look at superannuation spouse contribution...Read more

Financial planning for busy executives

Ishara Rupasinghe, Director

A successful and demanding executive career often leaves little time to devote to your own finances. Constant time pressures can lead to important decisions...Read more

Should I stay in my defined benefit super fund?

Ishara Rupasinghe, Director

Not many people would pass on a guaranteed lifetime pension. That’s what’s on offer with many defined benefit funds― often referred to as public...Read more

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

Ishara Rupasinghe, Director

It wasn’t long ago you could salary sacrifice much larger amounts into super each year. But now, with the annual concessional contribution limit set...Read more

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

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