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Something to think about

By: Peter Kelly on 01 June 2023

As we approach the end of the 2023 financial year, it is important not to forget long-term planning for retirement. In this article, we will focus on some of the things worth ...
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It's all in the timing

By: Peter Kelly on 18 May 2023

As we move towards the end of another financial year, there is often a rush to make superannuation contributions and have them counted in the current financial year.
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All the noise

By: Peter Kelly on 16 March 2023

I promise this will be my last blog on the proposed changes to superannuation – at least until there is something more concrete to discuss.
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A fast-moving couple of weeks

By: Peter Kelly on 01 March 2023

Since my last blog, Should our Super be Limited?, there has been quite a bit of press
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Should our super be limited?

By: Peter Kelly on 15 February 2023

There has been an interesting debate being played out in various sectors of the superannuation industry in recent months.
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Temptation

By: Peter Kelly on 01 February 2023

When things are tough financially, desperate times often call for desperate measures.
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What does 2023 hold in store?

By: Peter Kelly on 20 January 2023

At the time of writing, I have been back at work following the Christmas/New Year break for two whole days.
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Australia’s “secret” inheritance tax

By: Peter Kelly on 14 September 2022

Did you know?
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Can I claim a tax deduction for my personal super contributions?

By: Peter Kelly on 07 September 2022

Firstly, a very quick history lesson.
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What is the...Jobseeker Payment?

By: Peter Kelly on 17 August 2022

Over recent weeks I have received a number of enquiries from advisers with clients wanting to “retire early” in order to spend time with their older partner who is already ...
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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.

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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.