Nerida_Cole_Managing_Director_Head_of_Advice

Nerida Cole

Managing Director, Head of Advice

CFP®, BCom, SSA

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.

Nerida’s expertise is well regarded in the industry, and she is involved with a number of committees assisting in policy development. She is a member of the Financial Services Council Advice Board committee and was also on the advisory group for the Minister for Revenue and Financial Services to develop an industry framework for Comprehensive Income Products for Retirement (CIPR).

With more than 20 years of industry experience, Nerida is a regular financial commentator for a series of leading national media outlets, providing her analysis and insights on superannuation, retirement planning, women’s finances and financial planning for executives.

Prior to joining Dixon Advisory, Nerida spent five years in Government policy with the Department of Finance and Administration, as well as working at NAB and ANZ.

Nerida has a Bachelor of Commerce from the University of New England and is a Certified Financial Planner (CFP) and SMSF Specialist Advisor™.

Contribution splitting rules are a super benefit for women and pre-retirees

Nerida Cole, Managing Director, Head of Advice

Contribution splitting rules are one of the benefits for couples with a superannuation fund, including SMSFs. And, now may be the time to look at balancing...Read more

How proposed dividend credit changes may impact your retirement

Nerida Cole, Managing Director, Head of Advice

Having worked through massive changes to the age pension rules in January 2017 and significant super reforms in June 2017, retirees are facing new worries...Read more

What are the key takeaways from the banking Royal Commission?

Nerida Cole, Managing Director, Head of Advice

In November of 2017, the Government finally announced that a Royal Commission headed up by former High Court Judge, The Honourable Kenneth Hayne will...Read more

Save up to $500,000 in tax

Nerida Cole, Managing Director, Head of Advice

Prepare to boost your super. The tax savings can also be quite significant! Depending on your personal tax rate and what tax rate you can access within...Read more

A Budget of opportunity for investors

Nerida Cole, Managing Director, Head of Advice

To the relief of some Australian investors, the government has largely left superannuation untouched in this year’s Federal Budget. Instead,...Read more

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

Nerida Cole, Managing Director, Head of Advice

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

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