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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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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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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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The bane of my life

By: Peter Kelly on 22 October 2020

Anyone who knows me will know that I absolutely detest telemarketers – those people who phone me the very moment I sit down in front of my TV at the end of a long day at the ...
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2020 Federal Budget Summary

Thoughts on the Federal Budget 2020-21

By: Peter Kelly on 07 October 2020

As has been my practice for more years than I care to remember, the night the Federal Budget is brought down will see me glued to my computer screen for more hours than any ...
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people waiting for job interviews

COVID Crunch time

By: Peter Kelly on 23 September 2020

Back in March 2020 when the coronavirus pandemic first came to Australian shores and the country went into lockdown, the Federal Government introduced a generous economic stimulus ...
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Maximising non-concessional super contributions

By: Peter Kelly on 09 September 2020

One question that comes across my desk on an almost daily basis is “how much can my client contribute to super?”
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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.