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 July, 2018

A few interesting resources

I thought I would start the new financial year by looking at something a little different. Today access to information is at an unprecedented level. Never before in the history of mankind have we been able to freely access as much information as we can today – all brought about...

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O'Donnell Kerr Financial Planners
  • 28 June, 2018

Elder Abuse – hard to believe!

World Elder Abuse Awareness Day was June the 15th. It has been held every year since the International Network for the Prevention of Elder Abuse established the commemoration in June 2006. What is elder abuse? It is any act which causes harm to an older person and is carried out...

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O'Donnell Kerr Financial Planners
  • 20 June, 2018

An email to Henry

Last week I had a call from a colleague and friend, let’s call him Henry not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of years, Henry has been invited to speak at a Men’s Breakfast in his local community. His invitation...

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O'Donnell Kerr Financial Planners
  • 13 June, 2018

My comfortable retirement – part. 2

You may recall I wrote a blog a number of weeks ago outlining my ambitious plans for retirement.  Part of this plan was an intention to live the life of a nomad for 12 months driving an expensive motorhome from one glorious location to another. Just me, my partner and...

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O'Donnell Kerr Financial Planners
  • 07 June, 2018

When modest doesn’t cut it

Regular readers of our blog will be familiar with the work that the Association of Superannuation Funds of Australia ASFA) does in producing quarterly estimates of just how much it cost to live in retirement. Tealey and I usually sit glued to our computer screens following the end of each...

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O'Donnell Kerr Financial Planners
  • 28 May, 2018

Would you borrow money from the government?

What am I talking about? Two weeks ago, the Government handed down the 2018 Budget. One of the more interesting initiatives was the expansion of the Pensions Loans Scheme PLS) to take effect from the 1st of July 2019 – subject to legislation being passed. Since the announcement of the expansion...

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