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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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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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person putting money into piggy bank

Compulsory super - a bit of a problem child?

By: Peter Kelly on 17 February 2021

For anyone with even a passing interest in what is happening in financial circles, you will be aware of the current debate about whether compulsory employer superannuation ...
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older people getting advice from planner

Sometimes it is more than just the money

By: Peter Kelly on 03 February 2021

This week I was asked about a person in their early 60s who has retired from the work force.
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Couple on yacht

Are you on F.I.R.E.?

By: Peter Kelly on 16 December 2020

This is probably not a very sensitive title for a blog, given the very vivid memories of the bushfires that devastated many parts of Australia this time last year. However, this ...
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happy older couple reading page

Yet another review!

By: Peter Kelly on 02 December 2020

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system.
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man using video conference

It is just me?

By: Peter Kelly on 18 November 2020

Is it just me, or have I been caught up in a something that affects others of my age?
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Maximising retirement savings

By: Peter Kelly on 04 November 2020

It is generally accepted that, for most people, superannuation is the “go-to” preferred structure for retirement savings. It is convenient, tax-advantaged and most 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.