Stable Financial is excited to announce the launch of its partnership with Dixon Advisory to assist clients with their investment and SMSF advice needs.
Regulatory changes came into effect on 1 July 2016 which impact the advice we can provide to clients on their SMSF, although we are still able to complete our clients annual SMSF tax and accounting work.
Dixon Advisory was chosen as a preferred partner following a number of months of due diligence for their expertise in superannuation and investments and high quality customer service.
“The overriding reason that we are very happy to partner with Dixon Advisory is due to their tremendous resources and our similar cultures” stated Adam Tims of Stable Financial. “As professional experts to the thoroughbred industry we understand the need to utilise the services of other experts who are leaders in their chosen field.”
Dixon Advisory are a privately owned financial advice firm not aligned with any large financial institution. They are widely known as a pioneer and specialist in the SMSF field, providing personalised, tailored SMSF services, supporting over 4500 SMSF trustees for 30 years.
Tims added, “Where I see Dixon Advisory differing from other advice firms and providing exceptional value to our clients, is mainly due to:
- Their high quality tailored investment advice across a broad range of asset classes, backed by the global insights of their internal Investment Committee (experts with over 160 years combined experience)
- They have specific SMSF expertise and focus, including providing access to SMSF tailored investments and insights
- Providing a supported SMSF model that enables clients to retain full control of their fund, with as little or as much assistance as they need
- Operating capped fee-for-service pricing for clients, with commissions rebated and preferred rates
Further details around the benefits of Dixon Advisory services to our clients can be found here.
Please contact Stable Financial if you are interested in a no-obligation, informal discussion with Dixon Advisory to discuss your SMSF advice needs and issues.
Otherwise you can sign-up here to receive regular investment and SMSF insights.