Centrelink is an essential part of many retirement strategies and may be beneficial to your retirement plan. With government benefits such as the age pension, you can possibly rely on them to produce a steady income during your retirement.
Claiming government benefits can sometimes become complicated, especially with your assets and income under review. It’s important to align your investment planning with Centrelink’s requirements so you can reap the maximum benefit they offer when you retire as a former taxpayer.
Our specialised team provides tailored help with retirement planning, including Centrelink assistance. We understand how the income and assets tests are applied, including managing changes to your situation. Keeping Centrelink up-to-date ensures you don’t miss out on any extra benefits you may be entitled to.
The Moreton Group specialise in helping clients receive their maximum entitled benefits and look forward to assisting with your retirement planning.