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A couple of important changes to super

By: Peter Kelly on 04 December 2019

One of the things Mark and I try to achieve with this blog is to keep readers informed about changes in the superannuation, social security and aged care space.
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How much money do I waste? The amount is frightening.

By: Mark Teale on 27 November 2019

Peter and I have often written about how much you need in retirement to live a comfortable life.
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Putting members' interests first

By: Peter Kelly on 20 November 2019

It is common for superannuation funds to provide insurance to members of their fund.
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When can I get hold of my super?

By: Peter Kelly on 13 November 2019

For most Australians, the money they have in superannuation is preserved. That means it cannot be accessed until a 'condition of release' has been met.
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Age Pension - not all assets are created equal!

By: Mark Teale on 06 November 2019

Last week I wrote about the Age Pension - what, when and how much? This week I am continuing the discussion, focusing on one aspect of the means test which is applied to calculate ...
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Age Pension – what, when and how much?

By: Mark Teale on 30 October 2019

Does paying taxes while you’re working give you the right to expect you will receive an age pension when you decide that you no longer want to work – in other words, retire?
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Is your employer paying the correct amount of super?

By: Peter Kelly on 23 October 2019

There has been quite a bit of media focus in recent months about some employers failing to pay the correct, or in fact any, compulsory contributions to superannuation for their ...
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What is the cost of complacency?

By: Peter Kelly on 16 October 2019

Australians are notorious for being disengaged with what will often become their largest investment apart from their family home. What am I referring to? Their superannuation!
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Celebrating five years of Realise Your Dream!

By: Peter Kelly and Mark Teale on 09 October 2019

They say time flies when you are having fun. And how the last five years have flown by.
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Financial self-help

By: Peter Kelly on 03 October 2019

Whether you love him or loathe him, Scott Pape, author of the Barefoot Investor, has popularised the financial self-help movement in Australia in recent years.
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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.