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What is……a special disability trust?

By: Peter Kelly on 04 October 2023

A special disability trust is a trust that can be established for the express purpose of making financial provision for someone who suffers from severe disability.
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Is the government eyeing off your super?

By: Peter Kelly on 20 September 2023

At the end of March 2023, there was a massive $3.5 trillion held by everyday Australians in superannuation.That is $3,500,000,000,000.
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super, superannuation, retirement, retire, aged care, government spending, savings

What is the purpose of superannuation?

By: Peter Kelly on 08 September 2023

The Australian retirement income system consists of three pillars: The government funded means-tested age pension, Compulsory superannuation, and Private savings, including ...
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Older couple looking at paperwork

How much should I draw from my pension?

By: Peter Kelly on 24 August 2023

Many retirees use their superannuation to commence a pension that pays income at regular intervals. The most common type of pension is an account-based pension. These are also ...
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The “sanity-saving” benefit of an emergency fund

By: Peter Kelly on 09 August 2023

Recently I was confronted with a challenging situation at home.
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How many super accounts should I have?

By: Peter Kelly on 27 July 2023

One of the surprising things with superannuation is the lack of engagement people have with it.
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Unlocking the Benefits of Appointing an Enduring Power of Attorney

By: Peter Kelly on 28 June 2023

In today's world, it is crucial to plan for the future and make provisions for unforeseen circumstances.
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What does the new financial year hold?

By: Peter Kelly on 14 June 2023

As time is running out to implement superannuation strategies for the 2023 financial year, let’s turn our attention to what will be changing from 1 July 2023.
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Something to think about

By: Peter Kelly on 01 June 2023

As we approach the end of the 2023 financial year, it is important not to forget long-term planning for retirement. In this article, we will focus on some of the things worth ...
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It's all in the timing

By: Peter Kelly on 18 May 2023

As we move towards the end of another financial year, there is often a rush to make superannuation contributions and have them counted in the current financial year.
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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.