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A couple of important changes to super

By: Peter Kelly on 04 December 2019

One of the things Mark and I try to achieve with this blog is to keep readers informed about changes in the superannuation, social security and aged care space.
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Putting members' interests first

By: Peter Kelly on 20 November 2019

It is common for superannuation funds to provide insurance to members of their fund.
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When can I get hold of my super?

By: Peter Kelly on 13 November 2019

For most Australians, the money they have in superannuation is preserved. That means it cannot be accessed until a 'condition of release' has been met.
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Is your employer paying the correct amount of super?

By: Peter Kelly on 23 October 2019

There has been quite a bit of media focus in recent months about some employers failing to pay the correct, or in fact any, compulsory contributions to superannuation for their ...
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What is the cost of complacency?

By: Peter Kelly on 16 October 2019

Australians are notorious for being disengaged with what will often become their largest investment apart from their family home. What am I referring to? Their superannuation!
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Financial self-help

By: Peter Kelly on 03 October 2019

Whether you love him or loathe him, Scott Pape, author of the Barefoot Investor, has popularised the financial self-help movement in Australia in recent years.
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When is the best time to start planning for retirement?

By: Peter Kelly on 18 September 2019

Hardly a day goes by without either Mark or me receiving a call from a financial adviser who has a client on the threshold of retirement.
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Lost and Found – Where is your super?

By: Peter Kelly on 04 September 2019

The Australian Taxation Office (ATO) administers lost and unclaimed superannuation. As of 30 June 2018, the ATO were sitting on around $17.5 billion of lost and unclaimed ...
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What’s happening to your super?

By: Peter Kelly on 21 August 2019

It has now been some months since the Coalition was returned to Government following the May Federal Election so perhaps it is timely to have a closer look at what has been ...
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Should super be increased?

By: Peter Kelly on 07 August 2019

There is currently a debate going on around whether the government should delay or cease future increases in the rate of superannuation guarantee contributions beyond the current ...
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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.

Disclaimer
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.