Centrelink is an integral part of many of our client’s retirement strategies. With entitlements such as the age pension, you can possibly rely on them to produce a steady income during your retirement.
Claiming government benefits is often complex and complicated, especially when your assets and income is under review. Hence, it’s essential to get your investment planning in line with Centrelink’s requirements to ensure you reap the maximum benefits once you retire as a former taxpayer.
Our financial advisers can provide tailored retirement planning support, 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 any extra benefits you may be entitled to.