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

Partnering with Dixon Advisory to help support your SMSF provides many benefits. As the trustee, you are ultimately responsible for making all the key decisions and can elect to receive a the level of financial advice and technical support you want from our SMSF specialists. This allows you to retain complete control over your SMSF, while at the same time having the opportunity to benefit from ongoing access to our SMSF knowledge and support services as you need them.

Eight smart reasons to partner with us

1. Expert financial advice

Receive accounting, investment, estate planning, insurance, and financial advice designed to help you make more informed decisions.

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

Our fee-for-service SMSF tax strategies are available to complement your investment goals. We can provide advice on contributing to your super and commencing income streams in a tax-effective and time-sensitive manner, as well as managing potential capital gains tax issues when structuring your SMSF.

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.

8. Technical support as you need it

We can provide the expert technical advice to make the most of your SMSF when you need it. Assistance is delivered through personalised service from dedicated advisors that know your name, and are here to help you with the quality of support you deserve.

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