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Downsizer Contributions – value for some is questionable!

By: Mark Teale on 01 February 2018

In November 2017, legislation was passed that will allow certain individuals who sell their main residence to contribute up to $300,000 of the sale proceeds to superannuation ...
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2018 – a better year?

By: Mark Teale on 17 January 2018

I try to start every year with optimism and hope as I am sure most people do. We all want a kinder and more understanding world, but in most circumstances this is beyond our ...
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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.

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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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