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James Coyle
James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement. He lives in regional Victoria surrounded by dogs and chooks.
Do i need to supply a tax file number .as i have lost it
Can I manage my superannuation without having to have a financial advisor or my superannuation provider
If I gifted an assett to my wife in the last 5 years, does this have a bearing on my ability to apply for the Aged pension and will I need further assistance from you with my application through Retirement Essentials??
If I gifted an assett to my wife in the last 5 years, does this have a bearing on my ability to apply for the Aged pension
My wife and I each have the age pension but are getting fairly close the point $901K combined asset value where we will lose it if shares continue to rise . Can you tell me the amount of dollars if gifted to our children would disqualify us from getting the age pension and is this calculated for us like our assets ie together or independently.
Hi Ramsay thanks for seeking clarity! Centrelink’s website actually has pretty good page that explains gifting HERE.