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
  • 25 October, 2018

Change for good or change for the sake or change?

With the rather significant swing against the Coalition at last weekends’ by-election in the Sydney seat of Wentworth, we turn our attention to next year’s Federal Election, expected to be held around May 2019. If present trends are an indication of the future, we will see a change of government...

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O'Donnell Kerr Financial Planners
  • 18 October, 2018

Is it time to apply for the age pension?

On 1 February 2019, many people will turn 65 years and 6 months. You may be asking why is this important? For most of us, this date will mean very little, however, for those who do turn 65 years and 6 months,  it will mean that they have reached age...

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O'Donnell Kerr Financial Planners
  • 03 October, 2018

Royal Commission – do we need another?

I have been in Vietnam for the last few weeks, blissfully ignorant for a short period of time of all the dramas which go on in the world. When I left the country at the beginning of September, the “Royal Commission into Misconduct in the Banking, Superannuation and Financial Services”...

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O'Donnell Kerr Financial Planners
  • 20 September, 2018

Dealing with the unexpected

Life has a habit of throwing us a curve ball every now and then – something unexpected appears out of the blue and we have to deal with it.  On more than one occasion, I am sure you have found yourself having to deal with something unexpected. If you are...

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O'Donnell Kerr Financial Planners
  • 28 August, 2018

Reality…it is easier giving advice as opposed to making decisions!

Two weeks ago, my mum pushed the alarm button on the medical necklace which she constantly wears around her neck. The organisation at the other end of this alarm followed the correct procedures which they have in place – call my mum and if they are not able to raise...

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O'Donnell Kerr Financial Planners
  • 28 August, 2018

How expensive is retirement?

Regular readers will know that we often refer to the costs of living in retirement published by the Association of Superannuation Funds of Australia and known as the ASFA Retirement Standard. The figures are updated every three months to take into account movements in the general cost of living. The...

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