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
  • 03 April, 2020

Coronavirus - early access to superannuation

One of the measures announced by the Government to help people affected by the current economic downturn resulting from the Coronavirus pandemic is to allow the early access to superannuation benefits. In the main, superannuation benefits are preserved. That is, they cannot be accessed until a condition of release have...

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O'Donnell Kerr Financial Planners
  • 18 March, 2020

Age Pension – good news and some bad!

On the 20th of March, all age pensioners will receive a small increase in their pension payments. Please note this has nothing to do with the Government’s stimulus package in response to the Coronavirus. On the 20th of March and September every year the age pension is adjusted, based on...

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O'Donnell Kerr Financial Planners
  • 12 March, 2020

If it wasn't so serious, it could be quite funny

Like many readers of this blog, I have been avidly watching the evening news for the latest information on the coronavirus COVID-19). To ensure our family is prepared for any lock down, we have stockpiled about a fortnight’s supply of food and personal items, including toilet paper! There…I admitted that...

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O'Donnell Kerr Financial Planners
  • 05 March, 2020

An interesting week... highs and lows?

Last Thursday, after patiently waiting for 8 months, my partner Donna and I flew to Sydney to pick up our new campervan. We were both excited and apprehensive. We both have picked up new cars before but this time it was different… Our campervan is 7 metres long, 2.10 metres...

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O'Donnell Kerr Financial Planners
  • 26 February, 2020

What is that you say?

Hearing, or rather a decline in hearing, is something most people suffer as they age. My wife, Kerry will often ask me something and I haven’t got a clue what she has said. I accuse her of mumbling. My defence is often that she may be in another room or...

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O'Donnell Kerr Financial Planners
  • 19 February, 2020

Centrelink and Waiting Periods?

When testing your eligibility for a payment from Centrelink you need to remember that, depending on your circumstances and the benefit that you are applying for, you may have to serve a waiting period before the payment commences. There are several different waiting periods that can apply, but I thought...

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