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Retirement: When disenchantment follows the honeymoon
  • Sep 17, 2021
  • 2 min

Retirement: When disenchantment follows the honeymoon

Retirement is such an anticipated point in people’s lives, and no-one expects such difficulty when they are trying to understand and access
Age Pension and Assessing Super Income
  • Aug 24, 2021
  • 2 min

Age Pension and Assessing Super Income

The means test that most affects Age Pensioners is the Income Test. With 22% of Age Pensioners assessed under the Income Test, careful...
COVID19 and Current Payments
  • Aug 4, 2021
  • 3 min

COVID19 and Current Payments

COVID19 Continues to impact so many through restrictions, lockdowns and lost income. In 2020, we saw the Government introduce JobKeepers...
A Wednesday Win – Centrelink pay a lump sum over $25,000
  • Nov 25, 2020
  • 1 min

A Wednesday Win – Centrelink pay a lump sum over $25,000

Meet Paul and Lisa; successful small business owners now retired to a happy coastal life with additional cashflow and lump sum.
Action needed for Jobseekers and Students
  • Sep 16, 2020
  • 1 min

Action needed for Jobseekers and Students

When applying for Jobseeker, Austudy or Youth allowance, from the 25th September, the liquid asset test will affect the waiting period.
Pandemics and Retirement
  • Sep 9, 2020
  • 2 min

Pandemics and Retirement

How do you factor in a pandemic? My mum raised her most annoying issue in retirement and a pandemic; her cancelled travel plans...
The Disability Support Pension for Age Pensioners
  • Sep 3, 2020
  • 2 min

The Disability Support Pension for Age Pensioners

The differences of both the Age Pension and the Disability Support Benefit for those Age Pension age. Five questions to ask your clients:
Income Stream Reviews: Why you may not be contacted!
  • Sep 2, 2020
  • 1 min

Income Stream Reviews: Why you may not be contacted!

From 2019, the department commenced the automation of income stream reviews, basically the provider will pass on the information directly to
AdvcieLink and Asendium Webinar: Centrelink Advice for a Pandemic
  • Aug 27, 2020
  • 2 min

AdvcieLink and Asendium Webinar: Centrelink Advice for a Pandemic

Looking how financial advisers can efficiently incorporate Centrelink Advice into their service without investing too much time.
Improving Adviser Interactions with Centrelink
  • Aug 26, 2020
  • 5 min

Improving Adviser Interactions with Centrelink

I see three main areas impacting Centrelink service: 1) Minimum client-centric focus 2) Navigating the Centrelink maze 3) The investment
3 Quick Cashflow Ideas and Social Security Resources
  • Aug 18, 2020
  • 2 min

3 Quick Cashflow Ideas and Social Security Resources

For clients and their families, they may be considering a greater impact to their incomes and spending due to changes in employment.
Current Conditions and Claiming a Benefit
  • Aug 16, 2020
  • 2 min

Current Conditions and Claiming a Benefit

With the current Covid 19 conditions, you may be considering the best benefit for your client.
My Number 1 Centrelink Tip
  • Aug 15, 2020
  • 2 min

My Number 1 Centrelink Tip

No one wants to wait 20 minutes in Centrelink office queues to be directed to their online kiosk. In March 2020, we saw queues out the door
AdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex System
  • Aug 3, 2020
  • 3 min

AdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex System

During normal times, Centrelink is a complex and disjointed system. When the country needs their services the most, the inefficiencies ...
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