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RYDBlog-20180620

An email to Henry

By: Peter Kelly on 20 June 2018

Last week I had a call from a colleague and friend, let’s call him Henry (not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of ...
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RYDBlog-20180613

My comfortable retirement - part. 2

By: Mark Teale on 13 June 2018

You may recall I wrote a blog a number of weeks ago outlining my ambitious plans for retirement. Part of this plan was an intention to live the life of a nomad for 12 months ...
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RYDBlog-20180607

When modest doesn't cut it

By: Peter Kelly on 07 June 2018

Regular readers of our blog will be familiar with the work that the Association of Superannuation Funds of Australia (ASFA) does in producing quarterly estimates of just how much ...
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RYDBlog-20180528

Would you borrow money from the government?

By: Mark Teale on 28 May 2018

What am I talking about? Two weeks ago, the Government handed down the 2018 Budget. One of the more interesting initiatives was the expansion of the Pensions Loans Scheme (PLS) to ...
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RYDBlog-20180515

I wish my husband never retired

By: Adam Carey on 15 May 2018

This is a true story. Only the personal details have been redacted for privacy reasons. Jack and Diane have been married for forty-three years. Jack is seventy-one and Diane ...
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RYDBlog-20180509

The Budget - what does it all mean?

By: Peter Kelly on 09 May 2018

Last night was a very late night as I worked my way through hundreds of pages of budget documents produced by Treasury.
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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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RYDBlog-20180405

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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RYDBlog-20180322

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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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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