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

Sound and helpful advice

We have had our SMSF portfolio with Dixon's for over 10 years and have been completely satisfied with the service provided. Our interaction with Dixon personnel has always been met with professionalism and they have provided knowledgeable and sound advice.

Dixon personnel are proactive in interpreting legislative changes and communicating these changes clearly to us and offering appropriate advice re the best course of action for our circumstances. 

Mary and Steve, 23 May 2017, productreview.com.au

Peace of mind

We have had our SMSF portfolio with Dixon's for over a decade and have been completely satisfied with the service provided. One of the standout points is the personal service delivered by the Dixon accountants and investment advisors who have administered our SMSF. I doubt very much that we would be able to manage our SMSF without Dixon Advisory's professional and proactive assistance. 

Greg L, 21 May 2017, 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