Estate Planning

 

When planning for your financial future, it is important to find out if you qualify for any of the government benefits available…

Social security/Centrelink

 

When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families. These include (but are not limited to) the Age Pension, Mature Age Allowance, Family Tax Benefit, Parenting Payment and Disability Support Pension. There is also a range of benefits for service veterans.

As well as the Age Pension, retirees may be eligible for benefits including the Health Care Card, Commonwealth Seniors Health Care Card, Pensioner Concession Card and the Pharmaceutical Allowance. Eligibility criteria apply to each benefit. These criteria can be quite complex and can change over time.

The Age Pension can form the cornerstone of some people’s retirement income. We can help you structure your investments and assets to maximise your chances of qualifying for a pension. We’ll review your situation and look at your assets, including property, investments and superannuation savings, and assess how these could affect your social security entitlements.

To find out how we can help you maximise your social security entitlements, get in touch with us below…

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Book your free 40 minute consultation on Zoom. Complete the form below so we can get started!

+61 2 92999333

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You would like to meet us one-on-one. We would love to meet with you! Please book an appointment on our online system

+61 2 92999333

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+61 41133 4499