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RYDBlog-20180808v2

Compound Interest - the most powerful force in the universe!

By: Peter Kelly on 08 August 2018

When saving for a long-term goal, such as retirement, is it better to save small amounts for a long time, perhaps saving when we can ill-afford to, or waiting until later in life ...
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RYDBlog-20180725

Superannuation death benefits - do you know where yours will go?

By: Peter Kelly on 25 July 2018

Unfortunately, this blog is not a happy one. But it covers a very important subject. Over recent weeks I have had what seems an abnormal number of questions from advisers ...
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RYDBlog-20180703

A few interesting resources

By: Peter Kelly on 03 July 2018

I thought I would start the new financial year by looking at something a little different. Today access to information is at an unprecedented level. Never before in the history of ...
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RYDBlog-20180620

An email to Henry

By: Peter Kelly on 20 June 2018

Last week I had a call from a colleague and friend, let’s call him Henry (not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of ...
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RYDBlog-20180607

When modest doesn't cut it

By: Peter Kelly on 07 June 2018

Regular readers of our blog will be familiar with the work that the Association of Superannuation Funds of Australia (ASFA) does in producing quarterly estimates of just how much ...
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RYDBlog-20180509

The Budget - what does it all mean?

By: Peter Kelly on 09 May 2018

Last night was a very late night as I worked my way through hundreds of pages of budget documents produced by Treasury.
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RYDBlog-20180502

More about super contributions

By: Peter Kelly on 02 May 2018

A couple of weeks’ back I covered the rules around the timing of superannuation contributions. In line with the same theme, I thought it would be worthwhile to revisit some other ...
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RYDBlog-20181025

Planning on making super contributions this financial year?

By: Peter Kelly on 18 April 2018

As we move into the start of the fourth quarter of the financial year, it is timely that we turn our mind to tax planning and the things we need to be considering as 30 June looms ...
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RYDBlog-20180405

Scared of losing your marbles... or just your super?

By: Peter Kelly on 05 April 2018

We have previously written on a number of occasions about the risks of internet-driven identity theft and perhaps, more importantly, the theft of our hard-earned savings. But did ...
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RYDBlog-20180322

Dividend imputation – what does Labor’s announcement mean?

By: Peter Kelly on 22 March 2018

In the past week, there has been an enormous kerfuffle about Mr Shorten’s plans to abolish the refunding of excess franking credits. On the surface, this might look like a topic ...
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Peter-Mark

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.

 

Mark Teale

Tealey’s ambition is to change how people think about their retirement, he wants people to dream, plan and realise retirement is not defined by a magical age prescribed by the legislation.

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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.