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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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Redundancy and Retirement

By: Mark Teale on 28 October 2020

Within a couple of months of your planned retirement date, the company who employs you decides to make you redundant and hand you a redundancy payout. The extra $40,000 to maybe ...
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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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What is the Commonwealth Seniors Health Care Card?

By: Mark Teale on 14 October 2020

I am often asked what the Commonwealth Seniors Health Care Card (CSHC) is, what the benefits are for a card holder, and how to apply?
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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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Unexpected expenses - be prepared

By: Mark Teale on 30 September 2020

In preparing for my retirement, I have been very conscious of the need to understand exactly what my ongoing living expenses will be. What are the absolute necessary costs I have? ...
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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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older couple looking at financial statements

Age Pension - will there be an increase?

By: Mark Teale on 16 September 2020

On 20 March and 20 September of each year, the age pension rates are increased.
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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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Getting things in order - part 2

By: Peter Kelly on 02 September 2020

Recently I wrote an article about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers the ...
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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.

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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.