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Property Investing and Age Pension…be careful?

By: Mark Teale on 24 February 2021

Property investing for many Australians is an important component of their saving and retirement planning. It provides tax benefit, an income stream and hopefully over a period of ...
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Yet another review!

By: Peter Kelly on 02 December 2020

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system.
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Aged Care costs. Can I help? Be careful (part 2)

By: Mark Teale on 25 November 2020

A very quick recap on part 1.
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Age Care Costs. Can I help? Be careful.

By: Mark Teale on 11 November 2020

I have discussed Aged Care costs in several Realise Your Dream articles, but questions on funding the entry and ongoing costs still do arise.
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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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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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Aged Care – what a difference $5,000 can make?

By: Mark Teale on 12 August 2020

A person’s aged care costs are generally based on their income and their assets.
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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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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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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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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.