Changes to pension assets test in 2017: Are you ready?

The Government has passed law to change Centrelink’s Age Pension assets test from 1 January 2017  Here's a reminder about the changes. To receive a full pension: From 1 January 2017, the Government will increase the assets test limit to qualify for a full pension to $375,000 for couples and … [Read more...]

Understanding Retirement Income Streams

You've worked hard for years and saved up a sizeable retirement nest egg and now you want to retire.  The decision about how to structure your retirement income streams to maximise your Centrelink entitlements, minimise your tax liabilities and ensure that your money lasts as long as possible can be … [Read more...]

Seminar: Transitioning to Retirement – a gradual move

Transitioning to Retirement - a gradual move. Aged 55 and over? Were you aware that you can currently get limited access to your Superannuation in a tax friendly manner? The Australian Government has made it possible for you to keep working while drawing down some of your super benefits. The … [Read more...]

Understanding Retirement Income Streams

You've worked hard for years and saved up a sizeable retirement nest egg and now you want to retire.  The decision about how to structure your retirement income streams to maximise your Centrelink entitlements, minimise your tax liabilities and ensure that your money lasts as long as possible can be … [Read more...]

Seminar: Understanding Your Pension – A Centrelink presentation

Retiring from paid work is a major life change.  To help with your retirement planning, we've teamed up with Centrelink's Financial Information Services Officer to bring you all you need to know about your pension and how it will effect you. What you will learn about: How your pension is … [Read more...]