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Commonwealth Seniors Health Card – Do I qualify?

By: Mark Teale on 15 July 2020

The Commonwealth Seniors Health Card (CSHC) is a concession card issued to a person who is old enough, but not entitled, to receive either an age pension or a Veterans Affairs ...
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Older couple confused about finances

Age limit for super contributions extended

By: Peter Kelly on 08 July 2020

From 1 July 2020, the age limit for making voluntary contributions to super was increased.
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Aged Care – it’s complicated. And emotional.

By: Mark Teale on 01 July 2020

It is not unique story and I am sure happens on a regular basis. I would like to tell you this story as it highlights the complexities of aged care and the financial and emotional ...
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What to consider before you apply for early access to Super

By: Peter Kelly on 24 June 2020

You may have already read the articles we’ve published on this topic (1 April and 29 April), which discussed the ability of eligible people to access up to $20,000 from their ...
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Aged Care - is your accommodation deposit refundable?

By: Mark Teale on 17 June 2020

In my role as National Technical Manager at Centrepoint Alliance, I answer people’s questions.
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older couple looking at phone in park

Minimum pension payments

By: Peter Kelly on 10 June 2020

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
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Staining the deck

The Simple Things

By: Mark Teale on 03 June 2020

On Sunday morning I went to my local café and had breakfast. I am a little old fashioned when it comes to my breakfast – scrambled eggs, a slice of sourdough and bacon, which I ...
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Account based pensions and the age pension

By: Peter Kelly on 27 May 2020

Last week I was asked if the rate of Centrelink or Department of Veterans’ Affairs age pension would increase if the amount being paid from an account-based pension reduced?
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Older couple checking finances

Age pension - time for you to review?

By: Mark Teale on 20 May 2020

It is the middle of May and the end of the financial year is fast approaching. Now, as we are always told, is a good time to review your financial position and no, I am not ...
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End of financial year - already?

By: Peter Kelly on 13 May 2020

It goes without saying that this year has been like no other - in living memory.
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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.