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Did you know?

Did you know?

By: Peter Kelly on 07 July 2021

One of the questions that has been coming across my desk a lot lately relates to the ability to carry forward the unused portion of a concessional contribution cap. How can you ...
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More tinkering with super

By: Peter Kelly on 23 June 2021

Back in May 2019, the Federal Budget included a proposal to increase the age limit at which people could make non-concessional contributions under the three year bring-forward ...
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piggy bank on skateboard

What is happening to my super from 1 July 2021?

By: Peter Kelly on 09 June 2021

The last significant changes to super were made back in July 2017. Since then, things have motored along quite nicely with just some minor tweaking by Government along the way.
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Young couple getting keys for new house

Using super to buy a house

By: Peter Kelly on 26 May 2021

Over the last year there have been rumblings from a select group of politicians and commentators calling for changes to superannuation laws to allow Australians to access their ...
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Should I top up my super before 30 June?

By: Peter Kelly on 12 May 2021

The Superannuation Guarantee (SG) is a compulsory contribution to super that employers must make to an employees superannuation fund. The current SG contribution rate is 9.5% of ...
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toddlers in glasses looking at abacus

Can I make super contributions for my child?

By: Peter Kelly on 28 April 2021

Many parents want to give their children a leg-up in life by kick-starting their savings. This may be fulfilled by opening a bank account, investing in an insurance bond, buying ...
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Something helpful from the Government

By: Peter Kelly on 14 April 2021

I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client’s superannuation dealings.
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older couple looking at finances at table

Stereotyping Retirement (Income)

By: Peter Kelly on 31 March 2021

One of the dangers in life is the tendency to stereotype people, money, and the more esoteric things that make up our lives.
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How much is my super really worth?

By: Peter Kelly on 17 March 2021

If you are like me, you are vitally interested in what your super is worth. And you may even be tempted to check your account balance on a regular basis, perhaps weekly or even ...
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hand holding jar of money with superannuation sticker

Living in trepidation

By: Peter Kelly on 03 March 2021

Ever since the most recent significant superannuation reforms came into effect on 1 July 2017, there is one thing I have been fearing.
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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.