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
  • 24 January, 2019

What will 2019 hold?

As we stand on the threshold of a New Year we may be tempted to think about what the year ahead has in store. Somehow, I think that 2019 will be a big year but whether this is good or bad will depend on your outlook. Here are six things...

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O'Donnell Kerr Financial Planners
  • 16 January, 2019

Happy New Year 2019

I have been back at work for just over a week and I’ve enjoyed my Christmas New Year break immensely. In fact, probably a little too much as it did take all week to adjust my mind and life once again to the rigours of a working week. For example,...

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O'Donnell Kerr Financial Planners
  • 28 November, 2018

Downsizing – is it for you?

Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute any additional sale proceeds to superannuation. This is the Government’s ‘downsizer contribution’ initiative that was introduced from 1 July...

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O'Donnell Kerr Financial Planners
  • 15 November, 2018

The uncertainty of retirement

A couple of weeks back, I wrote about the possible changes we could see to superannuation if the ALP is elected to Government at the next Federal Election – expected to be around May 2019. In terms of policy, there are certainly some differences between the government and the opposition....

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O'Donnell Kerr Financial Planners
  • 09 November, 2018

Insurance – protecting what you have

General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as important in your retired life as it was in your working life So, here a couple of thoughts to...

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O'Donnell Kerr Financial Planners
  • 01 November, 2018

Is it time to apply for the aged pension? Pt. 2

Some weeks ago, I wrote a blog called ‘Is it time to apply for an age pension?’, which looked at the complexities and frustration of the application process. Some readers have asked the question – when should a person look at whether they would qualify for an age pension? For...

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