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Dixon Advisory was the fourth largest self-managed super fund provider in Australia. [6] In 2012, Daryl Dixon's son, Alan Dixon, assumed leadership of the company. [7] [8] By 2015 the company had 4500 SMSFs under management, worth about $5 billion, and had around 8000 SMSF members. [2]
Retirees need to be extra strategic about their spending and saving, withdrawal strategy and investments as they are no longer earning a living from a 9-to-5 job. Because this financial phase of ...
Superannuation in Australia, or "super", is a savings system for workplace pensions in retirement.It involves money earned by an employee being placed into an investment fund to be made legally available to members upon retirement.
The investments can grow tax-free, a lump sum can be taken by the investor tax-free on retirement, and SIPPs attract better inheritance tax treatment if the beneficiary dies before the age of 75. The HMRC rules allow for a greater range of investments to be held than personal pension schemes, notably equities and property.
6. Ensure their emergency fund is only used for emergencies. Building an emergency fund is one of the first things advisors suggest to those who are early in their financial lives. Typically ...
After years of hard work, retirees deserve financial security -- but staying ahead requires strategic money moves. Be Aware: 8 Common Mistakes Retirees Make With Their Social Security Checks Try ...
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