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
  • 20 May, 2020

Age pension - time for you to review?

It is the middle of May and the end of the financial year is fast approaching.  Now, as we are always told, is a good time to review your financial position and no, I am not talking about the usual subject which comes to mind at this time of year,...

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O'Donnell Kerr Financial Planners
  • 13 May, 2020

End of financial year - already?

It goes without saying that this year has been like no other in living memory. We have gone from a carefree New Year in January 2020 with the promise of all the things we are used to experiencing in everyday, including an Olympic Games in July, to total a lockdown...

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O'Donnell Kerr Financial Planners
  • 06 May, 2020

Your home and your age pension

The average value of a home in Australia is according to Domain approximately $800,000. However, the value of a home varies immensely depending on where you live. After several google searches, I was able to find a home for sale in Cooper Pedy for $15,000 and another slightly more expensive in Point...

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O'Donnell Kerr Financial Planners
  • 29 April, 2020

What is the cost of withdrawing your super early?

Some weeks ago, I wrote about changes to superannuation laws that will allow people to access up to $20,000 from super, spread over the 2019-20 and 2020-21 financial years, to help meet the financial challenges resulting from the Coronavirus pandemic. You can access the article here. People could lodge their application...

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O'Donnell Kerr Financial Planners
  • 15 April, 2020

What does Coronavirus mean for my retirement savings?

If we look back over the past 30 years or so, there have been a number of occasions when the sharemarket has taken a tumble resulting in the retirement savings of many Australians looking rather shabby, at least for a while. The more notable events in recent times include Black...

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O'Donnell Kerr Financial Planners
  • 08 April, 2020

What a difference a month makes...

As a regular reader you would know that at the end of February my partner and I flew to Sydney to pick up our beautiful campervan. Our plans were simple; we would continue to work and use our van to travel as often as we could get away. We had...

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