by Alison Squire | Jan 27, 2023 | Planning for Retirement
We hope you have had a great start to 2023. Many people use the start of the new year as a time to think about the year ahead. Perhaps you are about to retire or planning to do so soon. Or maybe you have been retired for some time and are thinking...
by Alison Squire | Aug 10, 2020 | Centrelink Age Pension, Planning for Retirement
When applying for the Age Pension an applicant must meet certain eligibility criteria; Residency Test Income Test Limits Assets Test Limits Whether the applicant is single or a couple is also taken into account. Couples have higher limits for the Income and Assets...
by Alison Squire | Apr 20, 2020 | Retirement Income
When a retiree commences an account-based pension with their superannuation monies, it pays them an income. Account-based pensions are required by law to pay a minimum income every year which is referred to as the “minimum drawdown requirement” The Government is...
by Alison Squire | Apr 3, 2020 | Centrelink Age Pension
Living under one roof as individuals requires a lot more information to be provided to Centrelink so they can accurately assess whether you are indeed a couple or a single. To this end you will probably be required to complete the Centrelink Relationship...