DFK Laurence Varnay

DFK Laurence Varnay provides tailored solutions through all phases of business growth across accounting, taxation, audit, business advisory and consultancy services. Dixon Advisory helps its clients with superannuation and investment advice and self managed superannuation fund support.

Why cash is still king

The importance of cash in your portfolio

Interest rates affect all asset classes and virtually all parts of the economy. With Australian interest rates at historic lows, Tom Kline discusses the perceived outlook for fixed income and why we think it is important to hold good levels of cash, despite earning lower rates of return in the current environment.

Things to think about

  • Am I taking control of my life savings today to prepare for the future?
  • What portion of my investable assets are held in cash?
  • Are my cash holdings adequate to provide me with options for new opportunities if they arise?

For further insights into why cash is still the king of your investment portfolio, find out why cash still commands respect.

Local firm, global outlook

Dixon Advisory is a financial advice firm supporting over 8,000 Australian trustees to optimise their wealth for retirement through self managed super funds (SMSFs). Our support includes year-round investment, accounting, compliance and administration assistance – something we’ve been committed to for 30 years. As one of Australia’s premier SMSF providers, our team of more than 350 employees based in Sydney, Melbourne, Canberra, Brisbane and New York work together to provide a global outlook for investing.

How to get in touch

Tim Coates

Director
B.Fin (ANU), MAppFin (KAPLAN)

1300 304 838

“I am able to help my business and private clients to build their wealth. Dixon Advisory can help my clients protect and grow their wealth for retirement. I am also a client of Dixon Advisory.”

Carl Dumbrell
Partner, DFK Laurence Varnay

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