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RYDBlog-20190515

I just got a confusing letter from my super fund

By: Peter Kelly on 15 May 2019

In May 2019, superannuation fund trustees started writing to selected members of their funds informing them the insurance cover held in their super account may be cancelled. This ...
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RYDBlog-20190426

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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RYDBlog-20190423

Aged Care Revisited

By: Mark Teale on 23 April 2019

I continued to ask on a very regular basis both inside and outside my work environment about the complexities of residential aged care. So, I thought I would take the opportunity ...
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RYDBlog-20190415

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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RYDBlog-20190328

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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RYDBlog-20190320

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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RYDBlog-20190314

Time for a quick check-up

By: Peter Kelly on 14 March 2019

Superannuation is not something we usually give a great deal of thought to, particularly if retirement is 10 years or more away. But perhaps it is worth investing a few moments to ...
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RYDBlog-20190307

Pensioners living in million-dollar homes!

By: Peter Kelly on 07 March 2019

As many readers will be aware, the family home is exempt from means testing for Social Security benefits, including the age pension. But this hasn’t always been the case.
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RYDBlog-20190225

Carers – a blessing

By: Mark Teale on 25 February 2019

As we age our bodies and minds start to become a little feebler. No doubt, we will find that we are relying on care provided by relatives, our partners or by the government in the ...
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RYDBlog-20190214

Health Insurance – a dark science?

By: Peter Kelly on 14 February 2019

Each year on 1 April, the premiums for private health insurance increase. It is just part of the annual cycle; however, I don’t see the joke - the date being April Fool’s Day!
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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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