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Getting things in order - part 2

By: Peter Kelly on 02 September 2020

Recently I wrote an article about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers the ...
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Getting things in order

By: Peter Kelly on 19 August 2020

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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retired couple of beach

Reflections on last week's blog

By: Peter Kelly on 05 August 2020

I have just been reading though the article Mark published last week.
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piggy bank restrained by virus

An overview of the latest changes to the COVID-19 Stimulus

By: Peter Kelly on 22 July 2020

When the coronavirus pandemic made its presence felt in Australia, the Government introduced a multi-billion-dollar package of stimulus measures designed to assist individuals and ...
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Older couple confused about finances

Age limit for super contributions extended

By: Peter Kelly on 08 July 2020

From 1 July 2020, the age limit for making voluntary contributions to super was increased.
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What to consider before you apply for early access to Super

By: Peter Kelly on 24 June 2020

You may have already read the articles we’ve published on this topic (1 April and 29 April), which discussed the ability of eligible people to access up to $20,000 from their ...
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older couple looking at phone in park

Minimum pension payments

By: Peter Kelly on 10 June 2020

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
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Account based pensions and the age pension

By: Peter Kelly on 27 May 2020

Last week I was asked if the rate of Centrelink or Department of Veterans’ Affairs age pension would increase if the amount being paid from an account-based pension reduced?
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End of financial year - already?

By: Peter Kelly on 13 May 2020

It goes without saying that this year has been like no other - in living memory.
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What is the cost of withdrawing your super early?

By: Peter Kelly on 29 April 2020

Some weeks ago, I wrote about changes to superannuation laws that will allow people to access up to $20,000 from super, spread over the 2019-20 and 2020-21 financial years, to ...
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Peter-Kelly

About Us

Peter Kelly

PK believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.

 

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Copyright © 2021 Realise Your Dream
 
This is a publication of Alliance Wealth Pty Limited (AFSL 449221) and Professional Investment Services Pty Ltd (AFSL 234951), wholly owned subsidiaries of Centrepoint Alliance Ltd.

General Advice Warning
The information contained in this article is of a generally nature and does not take into account your particular objectives, financial situation or needs. You should therefore consider the appropriateness of the advice for your situation before acting on it. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decisions regarding any products or strategies mentioned in this publication.

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While all care has been taken in the preparation of this blog, to the maximum extent permitted by law, no warranty is given in respect of the information provided and accordingly, neither Centrepoint Alliance Limited nor its related bodies corporate, employees or agents shall be liable for any loss suffered arising from reliance on this information.