Nerida_Cole_Managing_Director_Head_of_Advice

Nerida Cole

Investment Committee Member
Nerida has more than 20 years of industry experience. Through her expertise in strategic financial planning and advice, Nerida has helped individuals and families from diverse backgrounds to manage their finances and superannuation during their careers and into retirement. 
 
She is a respected expert and a regular financial commentator, providing her analysis and insights on superannuation, retirement planning, women’s finances and financial planning for executives.
 
Nerida has a strong interest in government policy and has contributed to a number of submissions and committees focused on retirement income, financial advice and superannuation . Prior to joining Dixon Advisory, Nerida worked in Canberra with the federal Department of Finance and Administration, as well as working at NAB and ANZ. 
 
Nerida holds a Bachelor of Commerce from the University of New England and is a Certified Financial Planner (CFP) and SMSF Specialist Advisor™.

Why timing is key for executives to build wealth

Nerida Cole, Investment Committee Member

Too little time and paying too much tax are common concerns for executives. Nerida Cole discusses why financial strategies for executives also need to be...Read more

SMSF and superannuation Financial strategies

How couples can keep their super balance growing more evenly

Nerida Cole, Investment Committee Member

If you are a member of a couple and want to build your super balance tax effectively, now is a great time to look at superannuation spouse contribution...Read more

SMSF and superannuation Financial strategies

End of financial year tips to help you save on tax

Nerida Cole, Investment Committee Member

With only a small window remaining until the end of the financial year, focusing on tax and super-saving opportunities now is critical. Working effectively...Read more

SMSF and superannuation Financial strategies

What you need to know about rolling back excess super to manage the new $1.6 million cap

Nerida Cole, Investment Committee Member

If you hold more than $1.6 million in super, time is almost up to make your final decision about how to restructure your accounts to comply with the pension...Read more

Financial strategies SMSF and superannuation

Boost your super and manage CGT with share transfers into your SMSF

Nerida Cole, Investment Committee Member

With changes to super making it harder to use non-concessional contributions after 30 June, many savers are looking for strategies to boost their...Read more

SMSF and superannuation Financial strategies

Three super changes that will impact defined benefit pensions from 1 July

Nerida Cole, Investment Committee Member

Although there is a lot of talk about the government’s sweeping changes to super, what has taken defined benefit fund members (including retired...Read more

SMSF and superannuation Financial strategies Public service

Pages

Financial strategies
Paying down investment debt
0:58
21 September 2020
Financial strategies
Superannuation contribution splitting
1:44
24 August 2020
Financial strategies
Tips for making financial decisions in uncertain times
0:58
14 August 2020

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