Nerida Cole and Mimi Gomez wrap up the year in superannuation and investments

Making sense of market madness in times of volatility can be confusing. Various global issues – from continued trade tensions between the US and China, to US interest rate uncertainty and ongoing Brexit talks – have all had a part to play in impacting investor sentiment and the markets in which super funds invest. Join experts Nerida Cole and Mimi Gomez on ABC Radio Nightlife as they take a closer look at the year’s developments as they relate to super and investments. What should super members consider in times of volatility? Given the volatility we’ve seen is expected to continue in 2019, what should retirees consider if they’re relying on income from their super fund to cover day to day expenses? They take a closer look at the mid-year economic fiscal outlook, breaking down how Australia is looking, the changes to redundancy tax concessions for those 65 and older, and the potential tax cuts coming up for lower and middle-income earners. They also discuss the special downsizing provision that came into effect earlier this year and some considerations for those thinking about selling their homes.

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

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. Past performance is not a reliable indicator of future performance.

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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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