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
  • 27 August, 2020

Aged Care - a subject we avoid...

My mum has been a resident of an aged care home for two years. I have watched the nightly reports of the deaths in aged care with a great deal of concern and fear. I know my mum is safe, and the staff in the home where she resides are...

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O'Donnell Kerr Financial Planners
  • 21 August, 2020

Aged Care - what a difference $5,000 can make

A person’s aged care costs are generally based on their income and their assets. The basic premise is that if you have the appropriate level of assets and income, you will be required to pay the Refundable Accommodation Deposit RAD) to enter a residential care facility and an ongoing Means...

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O'Donnell Kerr Financial Planners
  • 19 August, 2020

Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order. While the financial adviser’s role generally involves advice focussed on the accumulation and investment of a person’s wealth, an important part of their role addresses the timely distribution...

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O'Donnell Kerr Financial Planners
  • 19 August, 2020

Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order. While the financial adviser’s role generally involves advice focussed on the accumulation and investment of a person’s wealth, an important part of their role addresses the timely distribution...

Read More
O'Donnell Kerr Financial Planners
  • 29 July, 2020

Retirement - do not look back with anger!

Nearly every Saturday at 11.30am, Donna my partner), Scout my dog) and I visit my mum in the aged care facility where she now resides. Prior to COVID-19, visiting mum meant we were able to take her for out for coffee or to the shops, which she enjoyed immensely. It...

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O'Donnell Kerr Financial Planners
  • 22 July, 2020

An overview of the latest changes to the COVID-19 Stimulus

When the coronavirus pandemic made its presence felt in Australia, the Government introduced a multi-billion-dollar package of stimulus measures designed to assist individuals and households, and businesses, affected by the resultant economic downturn. Two key measures: JobKeeper a wage subsidy to be paid to businesses to support them to retain...

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