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What does the election result mean for our super?

By: Peter Kelly on 22 May 2019

Against the odds and the predictions of both pre-election polling and the commentary of so many media “experts”, the Coalition looks set to return to government following the 18 ...
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I just got a confusing letter from my super fund

By: Peter Kelly on 15 May 2019

In May 2019, superannuation fund trustees started writing to selected members of their funds informing them the insurance cover held in their super account may be cancelled. This ...
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Apparently, there is an election coming up!

By: Peter Kelly on 08 May 2019

By now I would imagine that most readers are tiring of the up-coming election. The media is having a field day reporting on every waking moment in the lives of our key politicians ...
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Things retirees fear

By: Peter Kelly on 26 April 2019

Recently I was having coffee with a friend. While we were talking, he asked me a rather unusual question. That question was: ‘What did I think people approaching retirement, and ...
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Another Federal Budget

By: Peter Kelly on 09 April 2019

Well, another Federal Budget has been delivered to the Australian public. On 2 April 2019, The Hon Josh Frydenberg delivered his first Budget as Federal Treasurer. The good news ...
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Is Transition to Retirement Still Viable?

By: Peter Kelly on 28 March 2019

As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier.
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Time for a quick check-up

By: Peter Kelly on 14 March 2019

Superannuation is not something we usually give a great deal of thought to, particularly if retirement is 10 years or more away. But perhaps it is worth investing a few moments to ...
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Pensioners living in million-dollar homes!

By: Peter Kelly on 07 March 2019

As many readers will be aware, the family home is exempt from means testing for Social Security benefits, including the age pension. But this hasn’t always been the case.
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Health Insurance – a dark science?

By: Peter Kelly on 14 February 2019

Each year on 1 April, the premiums for private health insurance increase. It is just part of the annual cycle; however, I don’t see the joke - the date being April Fool’s Day!
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Has the decluttering bug bitten?

By: Peter Kelly on 07 February 2019

I am not sure if it is just us, but over the Christmas holiday period, my wife, Kerry and I decided to do a bit of decluttering.
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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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