Education seminars

Are you looking for expert insights to help you manage your financial future?

If you are looking to take control of your retirement savings via a self managed super fund (SMSF) or are interested in receiving our insights on investment markets and superannuation to help you manage wealth more effectively, then we’d like to invite you to attend one of our insightful seminars*, part of our award-winning educational program.

Recognised as an ABA100 Winner for Service Excellence in the Australian Business Awards 2018, the accolade acknowledges Dixon Advisory’s outstanding commitment to education, helping clients in their journey to financial security in retirement and make informed financial decisions at every life stage. Learn more about our awards.

These informative and complimentary events are hosted by experienced SMSF and investment professionals, and offer you an open learning environment to hear current insights from our Investment Committee, ask questions and learn about the options available for supporting you in achieving your wealth-creation goals. 

What can you expect during the seminar

  • an open learning environment
  • an understanding of options that may be available to you
  • current insights from our Investment Committee
  • how we support and partner with our clients.

 

Choose the seminar best suited for you

SMSF succession planning

SMSF succession planning

Planning for the management of your SMSF and having a clear legal framework for what happens as all of us pass through the inevitable life milestones can be critical to providing financial stability and peace of mind for you and your family.

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Make your SMSF work harder

Make your SMSF work harder

Get the most out of your self-managed super fund investment strategy, including considerations under the changing super rules, investing in asset classes beyond cash and shares, tax planning tips, estate planning and SMSF administration options.

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Pre-retirement super strategies

Pre-retirement super strategies

Keep on top of super changes, especially if you’re planning to retire soon or currently making the transition to retirement. We’ll give you some investment insights and ideas to add to your own retirement planning checklist to help grow and manage your super.

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Is an SMSF right for you?

Is an SMSF right for you?

Learn about the benefits and risks of setting up and managing an SMSF, including how to establish a fund, different investment options and superannuation tax planning strategies.

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Need help deciding which seminar?

Contact us today for more information by filling out the form or call 1300 852 017.