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RYDBlog-20180502

More about super contributions

By: Peter Kelly on 02 May 2018

A couple of weeks’ back I covered the rules around the timing of superannuation contributions. In line with the same theme, I thought it would be worthwhile to revisit some other ...
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Anzac Day – a short and important history

By: Mark Teale on 24 April 2018

ANZAC Day, as we are all aware, is a national day of remembrance in both Australia and New Zealand that broadly commemorates all Australians and New Zealanders who served and died ...
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RYDBlog-20181025

Planning on making super contributions this financial year?

By: Peter Kelly on 18 April 2018

As we move into the start of the fourth quarter of the financial year, it is timely that we turn our mind to tax planning and the things we need to be considering as 30 June looms ...
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RYDBlog-20180411

Age Pension and the Superannuation Sweet Spot?

By: Mark Teale on 11 April 2018

What am I talking about? I will try and provide a very simple explanation. The “Superannuation Sweet Spot” is recent terminology referring to the amount of money a person or ...
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Scared of losing your marbles... or just your super?

By: Peter Kelly on 05 April 2018

We have previously written on a number of occasions about the risks of internet-driven identity theft and perhaps, more importantly, the theft of our hard-earned savings. But did ...
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Age Pension and the question of residency

By: Mark Teale on 29 March 2018

As readers of the blog will know that to qualify for an age pension, you first need to reach the necessary qualifying age - which now can depend on the year you were born.
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Dividend imputation – what does Labor’s announcement mean?

By: Peter Kelly on 22 March 2018

In the past week, there has been an enormous kerfuffle about Mr Shorten’s plans to abolish the refunding of excess franking credits. On the surface, this might look like a topic ...
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Helping the kids into the housing market

By: Peter Kelly on 14 March 2018

Hardly a week goes by without mainstream media reminding us of Australia’s predominantly East Coast housing affordability crisis and just how difficult it is for young people to ...
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RYDBlog-20180308

My Comfortable Retirement

By: Mark Teale on 08 March 2018

What does this mean? Every three months, an organisation known as the Association of Superannuation Funds of Australia (ASFA) produces research providing details of how much a ...
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Tree change, sea change, or stay in the big smoke?

By: Peter Kelly on 28 February 2018

Back in the early 1980’s when my parents retired, it was not uncommon to move away from the traditional home base and stake out a small claim in a sleepy coastal enclave or a nice ...
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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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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.

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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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