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Free Wealth Seminar

proadAccountId-386310 — Tue, 12 Jun 2018 04:01:41 GMT

Dixon Financial Group invites you to join us on June 21st to discover your financial potential and possibilities!

You’ll hear from guest speaker Romano Sala Tenna, Portfolio Manager from Katana Asset Management, who will be giving his projected market overview for the next year. Also speaking will be Mark Dias from Challenger who will share his tips on Aged Care – a must hear if you or your parents are over the age of 80.

Special Guest: Sean "Polly" Pollard - Shark attack survivor to winter Paralympian. Taking the audience through some of the biggest and life changing events that he has been through, Sean delivers an inspiring presentation.

Please RSVP your attendance to renae@dixonfg.com.au or by calling 9721 4422.

'Ethical investing' funds now top $600 billion in Australia, with returns starting to match the market

proadAccountId-386310 — Sat, 09 Jun 2018 04:45:40 GMT

Funds promoted as ethical or socially responsible investment in Australia have more than quadrupled in size over the past three years to $622 billion under management, with returns keeping pace with mainstream investment vehicles.

Click here to read the full article by Chris Pash that was published by Business Insider Australia.

A divorce is complicated enough... but when your SMSF is involved it can be a real headache to untangle.

proadAccountId-386310 — Fri, 18 May 2018 03:11:18 GMT

Protecting your SMSF savings in the event of a divorce

In this article, Bryan Ashenden explains what generally happens to your super in the event of a divorce or the breakdown of a de facto relationship. Special attention is given to the additional considerations that have to be made by members of a Self-Managed Super Fund.

Click here to read the full article that was published on the Switzer Daily website.

Budget 2018: Your five-minute guide

proadAccountId-386310 — Mon, 14 May 2018 02:54:07 GMT

On 8 May 2018, The Sydney Morning Herald published a guide as to "what the Turnbull government's third budget means for the areas that matter most to you"

Key extracts:

Over the medium term, net Commonwealth debt is projected to be $108 billion (3.8 per cent of GDP) in 2028-29. Net Commonwealth debt has been climbing since the global financial crisis. The government claims to have "turned the corner" on debt and deficit, but the improvement will depend on some optimistic forecasts.
Almost $125 million for about 2000 additional student places across three regional universities.
$500 million over seven years for the Great Barrier Reef to improve water quality and address other environmental concerns.
$5.3 million a year from 2018-19 for a new heritage grants program, bringing together existing heritage funding to help protect heritage places.
14,000 additional home care packages for older people with high-level needs - part of a $5 billion increase in aged care spending over four years.

Click here to view the full article which was published on The Sydney Morning Herald's website.

A correction, not a turning point

proadAccountId-386310 — Tue, 20 Feb 2018 05:52:30 GMT

Market sell-offs are dramatic, writes MFS Investment Management's James Swanson – but they can also create opportunities for savvy investors.

Click here to view the full article which was published on InvestorDaily's website.

High dividend stocks facing volatility risks, SMSFs warned

proadAccountId-386310 — Mon, 15 Jan 2018 02:46:49 GMT

SMSF investors with a high concentration of bank and high dividend stocks have been urged to diversify their exposure, with some of these stocks expected to face headwinds this year, according to an online trading platform.

Click here to view the full article by Miranda Brownlee , which was published by SMSF Adviser.

Demystifying SMSF investment property deductions

proadAccountId-386310 — Wed, 10 Jan 2018 02:48:22 GMT

Following the government’s decision to deny tax deductions for SMSF trustees’ travel expenses when visiting investment properties, a solicitor has highlighted which investment vehicles can still claim travel expenses.

"As a result of these changes, travel expenditure incurred by individual investors inspecting and maintaining residential investment properties is no longer deductible," Ms Wang said. The solicitor noted that the verdict on SMSF property travel deduction was the result of individual SMSFs' abuse of the system. Quoting the Treasury Laws Amendment Bill 2017, Ms Wang said: "The position taken was that by disallowing travel expenditure incurred by individual investors, it would combat the 'widespread abuse around excessive travel expense claims relating to residential investment properties' in order to 'improve the integrity of the tax by addressing the systematic risk of excessive and incorrect claims for travel expenses associated with residential investment properties'."

Click here to view the full article by Lucy Dean , which was published on Nestegg's website.

Investors in passive funds could be in for a rough ride

proadAccountId-386310 — Wed, 03 Jan 2018 03:34:21 GMT

David Wright, Managing Partner and joint founder of Zenith Investment Partners, is of the opinion that passively managed portfolios could be hit especially hard in the event of a market downturn.

Click here to read Tim Stewarts' article, "Zenith warns against investor ‘apathy’", that was published by InvestorDaily.

No investor ever made money (other than through sheer luck) looking only in the rear vision mirror

proadAccountId-386310 — Tue, 07 Nov 2017 02:09:20 GMT

Click here to read Scott Phillips' article, " Time to buy mining shares and dump insurance stocks? Not so fast ", that was published in the Sydney Morning Herald.

Australians lack preparation for retirement

proadAccountId-386310 — Mon, 23 Oct 2017 01:49:58 GMT

Most Australians procrastinate preparing for retirement, according to the Retirement Readiness Report.

Click here to view the full article by Oksana Patron, published on Money Management's website.

Advised families have additional $240K at retirement

proadAccountId-386310 — Mon, 16 Oct 2017 05:05:33 GMT

A study commissioned by Sunsuper has found young Australian families who receive financial advice are likely to be almost a quarter million dollars wealthier at retirement than their unadvised peers.

The research, conducted for Sunsuper by CoreData, found a 34-year-old Australian couple who seek financial advice could pay for "six additional years of private education for two children, 32 years of trauma cover and a family holiday every year until retirement".

Click here to view the full article published by ifa.

Congratulations Jon! by Dixon Financial Group

lemaster@digitalproductsuite.com — Fri, 31 Mar 2017 00:00:00 GMT

There are big celebrations in the office today — Congratulations to Jon on passing his SPAA course, making him a fully certified Self Managed Super Fund Specialist . All of the hours of study have paid off and we couldn’t be more proud of you!

If it’s a Self Managed Super Fund you’re after, there simply is no one better or more qualified to help you. As with medicine, your GP can help you to a certain point, but then it’s time to see a Specialist. #financialplanning #selfmanagedsuperfund #dixonfinancialgroup

Livewire Readers’ Top Stock Ideas for 2017 by Dixon Financial Group

lemaster@digitalproductsuite.com — Mon, 23 Jan 2017 00:00:00 GMT

In December, Livewire asked their readers for their view on a range of market issues for the year ahead.

Here are the results:

https://www.livewiremarkets.com/wires/34185?utm_source=Livewire+2017+Outlook+Series+Participants&utm_campaign=83e088ec74-EMAIL_CAMPAIGN_2017_01_05&utm_medium=email&utm_term=0_21fce4b056-83e088ec74-82790325

Self Managed Super Fund… Is It Time To Make The Move? by Dixon Financial Group

lemaster@digitalproductsuite.com — Fri, 09 Dec 2016 00:00:00 GMT

The days when most people invested their Superannuation in Industry or Retail Super Funds – allowing Fund Managers to make investment decisions on their behalf – are slowly becoming a thing of the past.

With a Self Managed Super Fund , you can be in total control of the way your Super benefit is invested. If you’re disappointed with your Super Fund’s performance, if you would like to have a bigger say about the way in which your hard-earned Super dollars are invested or if you’d like to transfer other assets into your Super fund (such as property, shares or term deposits), a Self Managed Super Fund may be just the solution you’re after.

Whatever the reason, now may be the time to consider changing the way your Super Fund is managed. If you’d like to find out about your options, give DIXON FINANCIAL GROUP a call on 9721 4422 today.

Jon’s Share Tips by Dixon Financial Group

lemaster@digitalproductsuite.com — Thu, 01 Sep 2016 00:00:00 GMT

Jon has his eye on quite a few Mining Service companies (vehicles, refurbishing, drilling) at the moment. Some of these companies have seen spikes in share prices of over 100% in the last month, renewing confidence in a recovery in the Australian Mining Sector.

A few companies that he suggests having a look at are:

Ausdrill Limited (ASL)

Austin Engineering Limited (ANG)

Imdex Limited (IMD)

Swick Mining Services Limited (SWK)

For more information on these companies and for all of your share trading & Self-Managed Superannuation needs, call Dixon Financial Group today on 9721 4422.

How Much Is ‘Enough’ In Retirement? by Dixon Financial Group

lemaster@digitalproductsuite.com — Thu, 04 Aug 2016 00:00:00 GMT

If you’re above the age of 40, you’ve probably stopped at some stage to consider whether or not your Superannuation will be enough to carry you into a comfortable retirement. The ASFA Retirement Standard* benchmarks the annual budget needed for either a comfortable or modest standard of living in the retirement years. A ‘modest’ retirement lifestyle is considered better than the Age Pension but still only able to afford fairly basic activities, whilst a ‘comfortable’ retirement lifestyle enables a retiree to be involved in a broad range of activities & enjoy a good standard of living (reasonable car, clothes, electronic equipment & occasional travel). Both lifestyle scenarios assume that retirees own their own home outright & are relatively healthy.

So how much will you need?

If a ‘modest’ lifestyle is what you budget for, at retirement (65yoa currently, soon to be 67yoa) a single person will need $23,438/annum and a couple will need $33,799/annum.

If it’s a ‘comfortable’ lifestyle you desire, your budget for retirement will need to look more like this: $42,569/annum for a single and $58,444/annum for a couple.

Will the Age Pension be enough for you in your retirement years? Is your Super balance in line with your retirement goals? For all the answers you need when it comes to retirement, call DIXON FINANCIAL GROUP today on 9721 4422.

*information from & more details available at www.superannuation.asn.au/resources/retirement-standard/