Considering an SMSF?

Are you looking to take control of your super for retirement?

Almost 1.1 million Australians have invested more than $575 billion into self managed super funds (SMSFs)to take control of their retirement. They have chosen to manage their super today in order to make their own decisions and optimise the choices they will have in retirement.

Key reasons why Australians are choosing to establish an SMSF

In our experience, SMSFs are popular with Australian investors who are seeking:

  • Choice – to access a wide range of investment options. 
  • Control – to pool family assets, make active decisions to grow wealth for retirement and build a strategy for their beneficiaries and their own later years.
  • Flexibility – to change investments and the structure of their super as needed, and to implement effective tax strategies.
  • Transparency – to have greater visibility over how their investments are tracking.

Match your super investments to your retirement goals

Everyone’s plan for retirement is personal, and that’s why investment goals and attitudes towards risk are also very different. For this reason, an SMSF can be an ideal way to build wealth for retirement. The flexibility of an SMSF gives you control over your own investment decisions and allows you to tailor your super to support your own retirement objectives.

Self managed super and you

What sets SMSF trustees apart is their desire to be actively involved in managing their super and planning for retirement. Successfully managing an SMSF takes time, commitment and expertise. There are also some decisions in relation to establishing and managing an SMSF that  you may prefer to make in conjunction with an expert who can help you address some of the complexities associated with SMSFs, such as:

It’s also important to note, that we generally recommend clients have a minimum of $300,000 in combined retirement assets before considering setting up an SMSF. 

Discover our award-winning supported SMSF service

At Dixon Advisory, we deliver a supported SMSF service to more than 8,000 members. We offer accounting, administration, compliance and investment support in addition to a suite of financial advisory services designed to complement SMSF structures. Our highly qualified experts have been providing specialist advice and SMSF administrative services for more than 30 years and are today widely recognised as industry leaders.

In 2017, we are proud to have been awarded an Australian Business Award for Service Excellence. We are also proud to be associated with New Energy Solar (a business in the Dixon Advisory Group) which has been recognised as an Australian Business Award winner for Eco Innovation.

Read more about our previous awards.


Discover if self managed super is right for you

Find out how we can help you achieve your retirement goals by talking to one of our SMSF directors.