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$18.9 Billion in Lost Super: Could Some of It Be Yours?

By: Peter Kelly on 12 November 2025

Australians are being urged to check their superannuation accounts after the Australian Taxation Office (ATO) revealed that the total amount of lost and unclaimed super has surged ...
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Changes to taxation of high super balances

By: Peter Kelly on 29 October 2025

The Australian Government has announced significant changes to the proposed Division 296 tax, which is designed to reduce generous tax concessions on very large superannuation ...
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Guaranteed Income for Life

By: Peter Kelly on 23 July 2025

As you get closer to retirement—or if you’re already enjoying it—you might be wondering how to make your money last. One option that’s getting more attention in Australia is ...
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Start the New Financial Year Strong: 7 Smart Money Moves

By: Peter Kelly on 18 June 2025

The start of a new financial year is a great time to take control of your money. Whether you're earning a little from a part-time job or just starting to think about your future, ...
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What Labor’s 2025 Election Win Means for You

By: Peter Kelly on 14 May 2025

Following the 3 May 2025 Federal Election, the Australian Labor Party (ALP), led by Prime Minister Anthony Albanese, secured another term in government. This result will shape ...
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Avoiding temptation to access your super early

By: Peter Kelly on 16 April 2025

Superannuation, often referred to as "super," is a crucial part of Australia's retirement savings system. It is designed to provide financial security for individuals during their ...
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2025 Federal Budget

By: Peter Kelly on 26 March 2025

The unexpected BudgetThe Government had hoped they would not need to deliver a Budget before the Federal Election, as they expected to be in caretaker mode. However, Cyclone ...
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Working beyond retirement age

By: Peter Kelly on 11 July 2024

In 2022, 130,000 Australians retired. The average age at retirement was 64.8 years[1].
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A new financial year – a new start

By: Peter Kelly on 27 June 2024

As we approach the start of the 2025 financial year on July 1, 2024, there are several important considerations for us as individuals. Let’s explore six key financial aspects to ...
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When is the best time to retire?

By: Peter Kelly on 21 March 2024

Retirement – a phase many of us daydream about.
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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.