Advantages of a supported SMSF
Explore the benefits of our supported SMSF service
We are here to help support all our clients in growing their wealth for retirement, and making appropriate and informed financial decisions for their future. The Dixon Advisory supported self managed super fund (SMSF) service can give you the confidence to manage your own fund, with as little or as much assistance as you need.
You are always in control of your SMSF
Eight smart reasons to partner with us
1. Expert financial advice
2. Compliance, accounting and bookkeeping services
We can help manage the compliance needs of your SMSF relating to current tax and super laws in a time-effective manner, with an additional priority service for those who choose that option. Plus, we’ll prepare and file your SMSF audit and taxation financial statements, and manage your paperwork and records.
3. Personalised investment recommendations
As your advisor, we are committed to getting to know you and your retirement plans. This includes regular portfolio reviews to develop tailored investment strategies, which utilise asset classes that are relevant to supporting your goals.
4. Informed market insights
Benefit from the global insights of our Investment Committee, which comprises financial, superannuation and investment experts who regularly share balanced market analysis across a broad range of asset classes.
5. Specialist financial services
We provide fee-for-service advice in many areas that may impact your existing SMSF plans, including changes to your marital, relationship or family arrangements, redundancy and retirement.
6. SMSF strategies
7. Succession planning for the future
Help protect your investments for your beneficiaries through a personalised SMSF succession planning strategy designed to assist you in managing your SMSF in your later years.