Advantages of a supported SMSF
Explore the benefits of our supported SMSF service
We are here to support all our clients in growing their wealth for retirement and making the best financial decisions for their future. The Dixon Advisory supported self managed super fund (SMSF) service will 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 manage the compliance needs of your SMSF relating to current tax and super laws. 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 SMSF partner, 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 best support 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 separation, divorce, property, redundancy and pension structure.
6. SMSF tax strategies
7. Succession planning for the future
Protect your investments against unforeseen circumstances and preserve your wealth for your beneficiaries with a personalised SMSF succession planning strategy designed to help you manage your SMSF in your later years.