Dixon Advisory, North Sydney
"Quality advice that lasts a lifetime"
Dixon Advisory Group Ltd has been named as Australia’s top self-managed superannuation fund (SMSF) administrator by AFR Smart Investor magazine in its 2011 survey.
Dixon Advisory provides a comprehensive suite of financial services and is the only major advisory group that helps clients with detailed expert advice on self managed super funds (SMSFs), retail, industry and government super funds.
Dixon Advisory has helped more than 15,000 Australians build their wealth by developing expert financial strategies tailored to each individual’s unique situation.
Executive Chairman Daryl Dixon is highly regarded in Australia for his personal finance and economic media commentary, as well as his investment and superannuation strategies publications. He is a renowned expert on tax, superannuation, social security and investments.
Deputy Chairman Max Walsh is one of Australia's top economic and political commentators, highly regarded as a journalist, author and broadcaster. At Dixon Advisory, Max applies his wealth of experience to provide an expert view of the economic and political situation in Australia and across the globe.
Self Managed Superannuation Funds
Dixon Advisory provides a comprehensive administration service and financial advice to over ,4,000 SMSFs with assets in excess of $4.0 billion. Dixon Advisory is currently
We offer two specialist SMSF services. Firstly, we can work with you to establish your SMSF, and we can also provide full administration of your fund. And with our transparent, capped fee structure, you could manage your SMSF for less than most retail superannuation funds.
We can also provide as much or as little assistance with the investment process as you require.
Our Financial Advisors can provide you with high quality strategic advice that reflects your unique situation. We consider your income, tax position, available salary packaging options and current levels of superannuation to help you achieve your individual financial goals.
Our advisory team members work with Daryl Dixon’s original philosophy: ‘only provide advice we follow ourselves’. Our advisors have extensive financial experience navigating
Investment Advisory Services
Our investment philosophy is based on Executive Chairman, Daryl Dixon, and Deputy Chairman, Max Walsh’s, proven investment strategies and practical experience that has proven so successful over many years.
Dixon Investment Advisory adopts a committee approach to investment with all aspects of the investment process discussed and agreed to by the Investment Committee. Our Investment Advisors work directly with each of our clients to ensure the appropriate asset allocation and risk tolerance is created to achieve their personal goals.
Effective Estate Planning
Our legal professionals collaborate with Dixon Advisory’s team of Financial Advisors and taxation experts. Together, they develop a tailored strategy that achieves your desired distributions in a way that offers maximum asset protection and minimum taxation liability.
Personal Insurance Service
Dixon Advisory has a team of specialist Insurance Advisors to provide quality advice on structuring personal insurance to protect your wealth.
Gold and Platinum Service
Our Gold and Platinum Service is designed to ensure that our clients benefit from the wealth of expertise in each of Dixon Advisory’s business units. For many clients, this is the best way to achieve a comprehensive, integrated financial solution.
The key advantage is that your highly skilled and experienced advisors work together to proactively monitor your situation, regularly providing you with innovative and expert strategies to optimise your financial position.
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