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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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

Overview on global markets and risks to monitor

Alice Browne (nee Cowper), Associate Director

Most of the remarkable recovery in investment markets has been due to the extraordinary level of government stimulus in response to the COVID-19 pandemic....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

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

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