Articles

Realise Your Dream

The Realise Your Dream blogs are written by Peter Kelly and Mark Teale.

Peter provides technical advice to financial advisers and accountants on superannuation, retirement planning and estate planning. He also has extensive knowledge in all aspects of self-managed superannuation funds and is a regular presenter at conferences, seminars and workshops. He is Manager; Technical Advice with Centrepoint Alliance Limited.

Mark has a great deal of experience, having worked for the Department of Social Security and Centrelink as a Financial Information Service Officer and Regional Manager for close to 25 years and for the last 15 years, he has worked for Centrepoint Alliance as Research, Paraplanning and Product Manager. He now works alongside PK as a Manager; Technical Advice part of the Centrepoint Technical team.

Naturally, his specialties lay in the areas of Aged Care, Centrelink and Veteran's Affairs and pushing people to realise that you are never too old to set yourself a challenge yourself.

O'Donnell Kerr Financial Planners
  • 16 December, 2020

Are you on F.I.R.E.?

This is probably not a very sensitive title for a blog, given the very vivid memories of the bushfires that devastated many parts of Australia this time last year. However, this blog is not about natural disasters. What I am referring to is the movement known as: Financial Independence Retire...

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O'Donnell Kerr Financial Planners
  • 10 December, 2020

The year that was 2020

As Christmas approaches and the beginning of another year looms, I always think it is a good time to look back on the last 12 months and review ambitions for the next year. Did you have a definite plan or goal you were hoping to achieve by the end of...

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O'Donnell Kerr Financial Planners
  • 02 December, 2020

Yet another review!

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system. The findings of the review panel was delivered to the Government at the end of July 2020, however it wasn’t released to the general public until 20 November 2020....

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O'Donnell Kerr Financial Planners
  • 27 November, 2020

Aged Care costs. Can I help? Be careful (part 2)

A very quick recap on part 1. A single lady, Evelyn, is entering residential aged care and is required to pay a Refundable Accommodation Deposit RAD) of $450,000. She owns her home worth $1 million and has $90,000 in cash and term deposits. Her children are reluctant to sell the...

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O'Donnell Kerr Financial Planners
  • 18 November, 2020

It is just me?

Is it just me, or have I been caught up in a something that affects others of my age? We live in a world that is constantly evolving – moving so fast it is sometimes hard to simply keep up. By now I expect you will have gathered I am...

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O'Donnell Kerr Financial Planners
  • 11 November, 2020

Age Care Costs. Can I help? Be careful.

I have discussed Aged Care costs in several Realise Your Dream articles, but questions on funding the entry and ongoing costs still do arise. Don’t get me wrong. I’m not suggesting that no one is reading my blogs I hope). However, I do appreciate that Aged Care is not a...

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