End of financial year tips, with 30 June 2017 just around the corner

Join Dixon Advisory’s experts Nerida Cole and Ishara Rupasinghe, as they take callers’ questions, and discuss end of financial year tips for those affected by the 1 July 2017 super changes and couples who want to work together to maximise the super concessions and benefits available. They also run through some practical advice for baby boomer women who want to take greater control of their finances. 

Dixon Advisory experts regularly appear as guests on ABC Nightlife and in other media, sharing their financial insights on a range of topics including super, personal finances and retirement planning.

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This podcast contains factual information or general advice and should not be considered personal advice. The advice does not take into account your objectives, financial situation or particular needs. Before acting on any advice, you should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Seeking professional personal advice is always highly recommended. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

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Nerida Cole

Managing Director, Head of Advice

Nerida is a highly respected expert on superannuation, including self managed super funds (SMSF), retirement planning and wealth-building strategies. Through her role she works closely with Executive Chairman Daryl Dixon, Director of Quality Management Stephen Bone and the Compliance team to keep the firm’s financial strategies at the forefront of the latest legislative requirements.

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