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
  • 14 April, 2021

Something helpful from the Government

I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client’s superannuation dealings. As a starting point, it is unlikely that anyone can access information about another person’s financial arrangements without having, at the very least, that person’s authority to access their...

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O'Donnell Kerr Financial Planners
  • 07 April, 2021

Honesty is always the best policy?

This is an old saying and we hear it a lot. What does it really mean? Is it that the truth will always come out? By lying you are only 39;buying time' and it will probably be worse when it's revealed that you lied? So, what is the relevance of...

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O'Donnell Kerr Financial Planners
  • 31 March, 2021

Stereotyping Retirement (Income)

One of the dangers in life is the tendency to stereotype people, money, and the more esoteric things that make up our lives. We see a dishevelled person in our neighbourhood pushing a shopping trolley with what appears to be their worldly possessions, and we assume they are homeless. This...

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O'Donnell Kerr Financial Planners
  • 24 March, 2021

Age pension entitlement... it can be confusing

Am I receiving my correct age pension entitlement?   It is a question that is often asked. Unfortunately, it is not always fully explained by the correspondence from Centrelink or Veterans Affairs. Why am I talking about this issue now?   On 20 March 2021 last Saturday – the Age and Service...

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O'Donnell Kerr Financial Planners
  • 17 March, 2021

How much is my super really worth?

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 daily. Depending on whether the balance has gone up or down in value since we last...

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O'Donnell Kerr Financial Planners
  • 10 March, 2021

Aged Care Royal Commission - what can we expect?

In October 2018, the government established a Royal Commission to examine the state of Aged Care in Australia. After receiving more than 10,500 submissions and listening to testimony from 640 witnesses, the two Commissioners Tony Pagone QC and Lynelle Briggs AO delivered their final report, Care, Dignity and Respect to the government...

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