Why partner with Dixon Advisory?

If you’re looking for specialist support and advice for your SMSF, we can help. Dixon Advisory is 100% family and employee owned with more than 29 years experience supporting forward-thinking Australians manage their own super fund.

A trusted partner

If you decide to partner with us, you’ll stay in complete control and continue to enjoy all the flexibility an SMSF offers. The difference is we’ll take all the cumbersome tasks off you hands and you’ll have access to our specialist advice as and when you need it.

We’re passionate about creating a better retirement future for our clients and our commitment to quality means with Dixon Advisory you can expect to deal with highly qualified people who are specialists in their fields.

We are very proud of our industry leading reputation for client service and of the awards we’ve received in recognition of our commitment to providing unparalleled service and advice.    

  • You retain complete control of your SMSF
  • We're 100% family and employee owned
  • Partners you can respect and trust

Our comprehensive service package

Our service is designed for people who value honest, personalised and face to face service. We understand how important your SMSF is to you and we know you want to deal with real, well qualified people. If you decide to partner with us, you’ll have a dedicated account manager and investment advisor work with you to make running your SMSF smooth.

We understand SMSFs can be quite complex and there’s lots of moving pieces so we try to keep our core service offering simple. Our comprehensive service package includes the advice and guidance you’ll need to operate your fund. As SMSF specialists, we are able to cap our service fee so the larger your super balance, the more cost effective it becomes to operate your SMSF.

SMSF & Accounting Assistance  Investment Advisory Service
  • Dedicated account manager
  • Annual SMSF tax return
  • Annual SMSF audit
  • Daily admin & mail-house service
  • Online access updated daily
  • Assistance with pensions & contributions
  • Compliance support
  • Dedicated investment advisor
  • Personalised & proactive advice
  • Active management of your cash
  • Regular market commentary
  • Access to new investment opportunities
  • Access to investment seminars

What is the process if you join us?

We’ve helped plenty of people transfer their SMSF to our service and it’s easier than you might think. You’ll need to make a few decisions and sign a few documents, but we do the heavy lifting. With your permission, we’ll liaise with your previous provider or accountant and take care of all the paperwork.

To read in more detail about what’s involved, visit what is the process if you join us.