Special offer for SMSF trustees

Book now – ends 28 FebruaryBook Now

Are you managing your SMSF but are worried about the impact of the 30 June super changes and the record low interest rate environment?

Dixon Advisory can help. Our award-winning supported SMSF service gives you access to expert guidance while you stay in control of your retirement savings.

As a new client taking advantage of our limited time offer, which ends on 28 February 2017, you will have the opportunity to experience the personalised service that has been helping Australians successfully manage their retirement savings for 30 years. And if you act soon, there’s still time to consider strategy changes and take advantage of the current rules to maximise your super before the new rules take effect on 30 June.

Discover more about Dixon Advisory’s supported SMSF service

Our supported SMSF service includes tailored investment strategy and expert administration assistance across:

  • accounting and administration
  • proactive investment advice
  • market insights and expertise.

Find out how we’re helping our clients navigate the super rules

We will discuss how we’re supporting our SMSF trustees to navigate the new super rules. This includes helping our clients:

  • maximise non-concessional (after-tax) contributions and assessing their eligibility to make contributions under the current rules
  • strategies for navigating the $1.6 million cap.

 

What our clients say

Excellent to deal with and good advice

'We have been dealing with Dixon since 2011 and have been very satisfied with their advice and service. This year with the legislative changes and my wife retiring presented us with new challenges. Dixon advisors (financial, superannuation and investment) have been excellent. Their advice has been clear and well presented and they have been able to answer all our questions. Thanks.'

Mike and Kerrie, 15 December 2016, productreview.com.au

Highly professional

'Since our very first meeting with Dixons we were impressed with their professionalism. Their wonderful team provide a personal approach in advising, recommending opportunities and reporting within our portfolio enabling us to feel confident and assured of our retirement future. We would highly recommend Dixons to others and have already done so.'

FOD, 5 December 2016, productreview.com.au

Would you like to know more?

Call us to speak to one of our directors on 1300 852 017 to find out more about our special offer*.

Book your free SMSF consultation