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What does the new financial year hold?

By: Peter Kelly on 14 June 2023

As time is running out to implement superannuation strategies for the 2023 financial year, let’s turn our attention to what will be changing from 1 July 2023.
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Something to think about

By: Peter Kelly on 01 June 2023

As we approach the end of the 2023 financial year, it is important not to forget long-term planning for retirement. In this article, we will focus on some of the things worth ...
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It's all in the timing

By: Peter Kelly on 18 May 2023

As we move towards the end of another financial year, there is often a rush to make superannuation contributions and have them counted in the current financial year.
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Living debt free

By: Peter Kelly on 04 May 2023

Living a debt-free life may seem like an unattainable goal for many, but it is a goal worth striving for. The feeling of financial freedom that comes with being debt-free is ...
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Planning to top up your super?

By: Peter Kelly on 12 April 2023

As we move toward the end of another financial year, it is time to consider if we should be topping up our super.
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What is ….. the bank guarantee?

By: Peter Kelly on 05 April 2023

With the recent instability in some US and Europe banking circles, it is not surprising that some Australians have concerns about the security of their savings with Australian ...
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All the noise

By: Peter Kelly on 16 March 2023

I promise this will be my last blog on the proposed changes to superannuation – at least until there is something more concrete to discuss.
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A fast-moving couple of weeks

By: Peter Kelly on 01 March 2023

Since my last blog, Should our Super be Limited?, there has been quite a bit of press
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Should our super be limited?

By: Peter Kelly on 15 February 2023

There has been an interesting debate being played out in various sectors of the superannuation industry in recent months.
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Temptation

By: Peter Kelly on 01 February 2023

When things are tough financially, desperate times often call for desperate measures.
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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.

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.