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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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Your home and your age pension

By: Mark Teale on 06 May 2020

The average value of a home in Australia is according to Domain approximately $800,000.
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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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Age Pension Update - July 2019

By: Mark Teale on 13 August 2019

On the 1st of July the age pension asset and income thresholds increased, in addition to the increase in these thresholds the levels at which the deeming rates of interest are ...
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What is Deeming and is it time for a change?

By: Mark Teale on 10 July 2019

Over the last couple of weeks, you may have seen several articles in the media suggesting to the government that as a result of the recent cuts in the official interest rates by ...
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Is it possible to achieve a comfortable retirement lifestyle?

By: Peter Kelly on 03 July 2019

On many occasions in the past we have written about aspiring to enjoy a comfortable retirement lifestyle and perhaps, at the start of a new financial year, this is a topic worth ...
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Things retirees fear

By: Peter Kelly on 26 April 2019

Recently I was having coffee with a friend. While we were talking, he asked me a rather unusual question. That question was: ‘What did I think people approaching retirement, and ...
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Yes, we have an Election – 18th May

By: Mark Teale on 15 April 2019

Last week, Prime Minister Scott Morrison called the election we all knew we had to have. We will officially go to the polls on 18th May. I am not going to discuss the policies of ...
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Is Transition to Retirement Still Viable?

By: Peter Kelly on 28 March 2019

As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier.
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Change is not a dirty word!

By: Mark Teale on 20 March 2019

We are often told change is constant, and I think that we all recognize that this is a fact of life. This constant change is, I am sure, the reason why we are sometimes tired, a ...
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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.