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

Super Managers – Very Good Value!

I have had my SMSF portfolio managed by Dixons for the past 8 years. I previously used a large retail banking firm where my funds were locked into a restrictive "wrap" for an annual fee of 1.1% of the portfolio value, plus brokerage at retail rates. Their management involved sending regular news-letters and an annual review. This worked out very expensive without necessarily providing value for money.

bikibabe, 27 March 2017, productreview.com.au

Our Financial Family.

From our first meeting, we felt that we were welcomed, and listened to. Our needs were considered in a supportive environment, and a plan was devised with input from a professional team. Regular meetings with our personal adviser and other support members engenders the feeling of 'family' further. We feel confident that at all times the financial decisions are based on up to date research, this is further enhanced by opportunities to attend seminars, meeting with Board members as well as guest speakers of National and International standing.

Peter and Susanne, 7 March 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