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A downsizer update

By: Peter Kelly on 09 November 2022

Back on 1 July 2018, a new opportunity arose that allowed older Australians to make contributions to superannuation without meeting the normal age limits and other conditions ...
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What is... retirement?

By: Peter Kelly on 26 October 2022

Regular readers of this blog will be aware that retirement is a recurring theme amongst the topics we discuss.
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Hacks and scams

By: Peter Kelly on 12 October 2022

Over recent weeks the news has been inundated with reports of the cyber-attack and theft of customer personal information from Optus, one of Australia’s key phone and data ...
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Retirement - its more than just the money

By: Peter Kelly on 28 September 2022

Last week, I celebrated a significant career milestone. I clocked up 20 years working with my current employer.
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Australia’s “secret” inheritance tax

By: Peter Kelly on 14 September 2022

Did you know?
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Can I claim a tax deduction for my personal super contributions?

By: Peter Kelly on 07 September 2022

Firstly, a very quick history lesson.
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What is the...Jobseeker Payment?

By: Peter Kelly on 17 August 2022

Over recent weeks I have received a number of enquiries from advisers with clients wanting to “retire early” in order to spend time with their older partner who is already ...
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Do I really need $1million in super to be able to retire?

By: Peter Kelly on 03 August 2022

Over the years there have been a number of articles published extolling the virtues of having a million dollars or more, in super to be able to retire comfortably.
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Something positive from the pandemic

By: Peter Kelly on 20 July 2022

With COVID-19 having reaped havoc on the lives of 25 million everyday Australians it might seem strange to be making comments about positives.
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New year...new rules

By: Peter Kelly on 06 July 2022

The start of the 2023 financial year heralds some significant changes to the rules governing contributions to superannuation.
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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.