Managing your SMSF – no super powers required

It’s important to be in control of your financial wellbeing, especially when it comes to managing your wealth in retirement. – Maybe that’s why you’ve opted to manage your own super. But self managed super funds (SMSFs) can be complex, especially when super rules change. It requires you to stay up to date with market movements, interest rates, taxation, compliance, succession planning and lots of paperwork.

Without the right support, you might be wishing you had super powers to stay on top of everything. At Dixon Advisory, we understand how difficult it can be to manage every aspect of wealth and retirement planning yourself, and that’s why we offer a supported SMSF service as an alternative to a DIY approach. Our service still helps you stay in control, but without the need for super powers.

Expertly manage your SMSF with support from Dixon Advisory even without these super powers: 

  1. Telepathy
    Imagine being able to communicate critical information with someone instantly by just tapping into their brains! Then, whenever you need to make important financial decisions you could just access the vast knowledge of an expert. Alas, while we still need to communicate via traditional means, at Dixon Advisory you could potentially access 185 years of combined Investment Committee experience and have their expert advice tailored to your goals and personal situation. We also provide fee-for-service advice on many areas that may impact or provide opportunity to you and your SMSF. At various stages of life, you may need to restructure your finances – for example, when receiving an inheritance, redundancy payment, divorce settlement, selling your home or investment property or nearing retirement. Our team can guide you in the right direction.
  2. Precognition
    The ability to predict the future is a super power we would all love to have. It would make decision-making so much easier. But since no-one knows what will happen from one day to the next, the best way to prepare for the future is by ensuring you have a succession plan in place. Estate planning and future-proofing your SMSF as you age can be a very personal, sensitive and complex matter. Acting sooner rather than later could help protect your investments, preserve your wealth for your beneficiaries and document your wishes for managing your SMSF in later years. Our estate planning lawyers and succession planning specialists can support you to create a long-term strategy you’re comfortable with.
  3. Supernatural intelligence
    Imagine if you could do those fiddly numbers in just minutes and digest the latest tax and super regulations over your morning coffee? Let’s face it, time is precious and all that compliance, accounting, taxation and bookkeeping takes time – and patience! That’s why it’s a good idea to work with experts you can trust. As award-winning SMSF specialists, Dixon Advisory has supported over 8,000 trustees in managing their family wealth. With more than 30 years’ experience, we can help ensure you meet all SMSF regulations relating to current tax and super laws (and understand what to consider when they change). Plus, we can prepare and file your SMSF audit and taxation financial statements, and manage your paperwork and records too.
  4. Time travel
    The ability to travel through time and glimpse into the future would likely influence many of our life decisions today (and probably turn many of us into millionaires). Unfortunately, as an investor without a crystal ball, you can be caught out by market movements and suffer a significant swing in your returns. This can be very unsettling as a self-funded retiree relying on investment capital to provide for your daily living needs. While we can’t travel through time to see what will happen tomorrow, we do have an exceptional Investment Committee whose wealth of experience, balanced global market perspective and insightful analysis is regularly shared with clients. This allows us to work with you to develop tailored investment strategies aligned to the Committee’s insights that include exploring asset classes that best support your goals and uncovering opportunities often too difficult for you to find out about as an individual investor.

Taking charge of your wealth with expert SMSF support gives you real life super powers

You deserve to enjoy your retirement. After all, you’ve worked hard to save for it. Even if you do have the time to successfully manage your SMSF, your plans and priorities can change – and often quickly. So, instead of wishing for super powers to navigate all the components of wealth and retirement planning, let us assist you. The good news is time and expert support are the two real super powers you really need. Partnering with Dixon Advisory can give you all the benefits and experience of an award-winning supported SMSF service provider while still leaving you firmly in the driver’s seat so you could finally have the time to enjoy your retirement and do more of the things you love.

This insight may contain general financial advice and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Any forward looking statements are based on current expectations at the time of writing. No assurance can be given that such expectations will prove to be correct.

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Dixon Advisory

Dixon Advisory is a holistic family wealth management firm supporting over 8,000 Australian trustees to optimise their wealth for retirement through self managed super funds (SMSFs).


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