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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.
I am starting my application for age pension
Why does having a company complicate getting the age pension
Hi Carr, having a company doesn’t necessarily complicate things it just means that you will also need to declare and provide supporting documents for your company’s income and assets on top of your own personal ones. Where complications can arise is that Centrelink send all claims involving private companies to a specific team to be assessed so if you do not have the necessary supporting documents then there will be lengthy delays in Centrelink approving your claim. We will send you an email separate to this comment with details on how we can have a phone consultation with you to discuss your specific situation and clarify exactly what your claim process would look like.
HOW MUCH WILL IT COST ME FOR YOU TO ASSIST ME IN FILLING OUT CORRECT FOMS ETC FOR ME TO GET A PENTION . I AM 69 YEARS OLD ,STILL WORKING BUT PLAN ON RETIRING AUGUST NEXT YEAR WHEN I AM 70
Hi Bert, our general fee is $396 to assist with your application however there are additional services we offer which may interest you. You do not necessarily have to be retired in order to be eligible for the Age Pension though so you may wish to check your eligibility using our free calculator HERE
Soon to retire from Federal Gov’t on a max gross pension ~$100,000 but taxed $15,000, so netting about $85,000.
Am I correct in assuming this excludes me from C’wealth Seniors Health Card as it’s based on our GROSS income?
Having a Company at retirement cost us about $1200 in Accountant’s Fees! AND the whole process took 114 DAYS – not 49! Use Retirement Essentials. I wanted to – my wife talked me out of it! We got our pension eventually!