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Looking to maximise your super, and get a tax break at the same time?

By: Peter Kelly on 16 February 2022

If you are one of those people that are looking for opportunities to maximise your super, and claim a tax deduction along the way, there are strategies that may help.
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Finally…. some very good news

By: Peter Kelly on 10 November 2021

When the government released it’s 2021 Budget back on 11 May, it included some exciting announcements relating to superannuation.
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And then there was one…

By: Peter Kelly on 27 October 2021

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death.
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How much can I contribute to super?

By: Peter Kelly on 29 September 2021

It is 10:15AM on a Thursday morning.
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How many super accounts should I have?

By: Peter Kelly on 18 August 2021

Australians are notorious for having multiple superannuation accounts.
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piggy bank on skateboard

What is happening to my super from 1 July 2021?

By: Peter Kelly on 09 June 2021

The last significant changes to super were made back in July 2017. Since then, things have motored along quite nicely with just some minor tweaking by Government along the way.
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Should I top up my super before 30 June?

By: Peter Kelly on 12 May 2021

The Superannuation Guarantee (SG) is a compulsory contribution to super that employers must make to an employees superannuation fund. The current SG contribution rate is 9.5% of ...
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toddlers in glasses looking at abacus

Can I make super contributions for my child?

By: Peter Kelly on 28 April 2021

Many parents want to give their children a leg-up in life by kick-starting their savings. This may be fulfilled by opening a bank account, investing in an insurance bond, buying ...
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How much is my super really worth?

By: Peter Kelly on 17 March 2021

If you are like me, you are vitally interested in what your super is worth. And you may even be tempted to check your account balance on a regular basis, perhaps weekly or even ...
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hand holding jar of money with superannuation sticker

Living in trepidation

By: Peter Kelly on 03 March 2021

Ever since the most recent significant superannuation reforms came into effect on 1 July 2017, there is one thing I have been fearing.
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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.