Estate Planning and Legal Advice

By: Dixon Advisory  10-Nov-2011
Keywords: Legal Advice, Conveyancing, Estate Planning

Our team of specialist lawyers offers a unique service by collaborating with Australia's leading taxation, superannuation and succession experts to help you create wealth, legally minimise tax, and protect your assets, both during your lifetime as well as when planning to transfer your assets to the next generation.

By working with a client's team of professional advisors, including financial advisors and superannuation accountants, Dixon Advisory Law develops legal solutions that complement and facilitate each client's personal and financial goals.

We'll help you with:

  • --Transferfing wealth to intended beneficiaries
  • --Advice on super regulations and compliance
  • --Advice on trusts and investment structures
  • --Wills and other document drafting
  • --Conveyancing within NSW and the ACT.

Keywords: Conveyancing, Estate Planning, Legal Advice, Testamentary Trusts, Wills

Other products and services from Dixon Advisory


SMSF Accounting and Administration

Our comprehensive SMSF accounting and administration service will take care of your fund's paperwork, and you'll have your own Superannuation Account Manager and tailored investment advice.


Financial Strategy Advice

 Our Financial Advisors provide expert financial advice to reflect your unique situation. We consider your income, tax, salary package options and superannuation to help you achieve your individual financial goals.


Investment advice and portfolio management

 With our investment advisory service, you have a personal relationship with your own Investment Advisor. This includes regular discussion to ensure you have the appropriate asset allocation and risk tolerance to achieve your personal goals.

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Property investment advice

Our service includes: helping you decide whether investing in residential property is right for your overall strategic financial plan; market research to help identify suitable properties in the right areas; selecting the right property to maximise long-term returns; negotiating the best possible price; and ongoing management of your asset.