Sep 17, 20212 minRetirement: When disenchantment follows the honeymoonRetirement is such an anticipated point in people’s lives, and no-one expects such difficulty when they are trying to understand and access
Aug 24, 20212 minAge Pension and Assessing Super IncomeThe means test that most affects Age Pensioners is the Income Test. With 22% of Age Pensioners assessed under the Income Test, careful...
Aug 4, 20213 minCOVID19 and Current PaymentsCOVID19 Continues to impact so many through restrictions, lockdowns and lost income. In 2020, we saw the Government introduce JobKeepers...
Nov 25, 20201 minA Wednesday Win – Centrelink pay a lump sum over $25,000Meet Paul and Lisa; successful small business owners now retired to a happy coastal life with additional cashflow and lump sum.
Sep 16, 20201 minAction needed for Jobseekers and StudentsWhen applying for Jobseeker, Austudy or Youth allowance, from the 25th September, the liquid asset test will affect the waiting period.
Sep 9, 20202 minPandemics and RetirementHow do you factor in a pandemic? My mum raised her most annoying issue in retirement and a pandemic; her cancelled travel plans...
Sep 3, 20202 minThe Disability Support Pension for Age PensionersThe differences of both the Age Pension and the Disability Support Benefit for those Age Pension age. Five questions to ask your clients:
Sep 2, 20201 minIncome 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
Aug 27, 20202 minAdvcieLink and Asendium Webinar: Centrelink Advice for a PandemicLooking how financial advisers can efficiently incorporate Centrelink Advice into their service without investing too much time.
Aug 26, 20205 minImproving Adviser Interactions with CentrelinkI see three main areas impacting Centrelink service: 1) Minimum client-centric focus 2) Navigating the Centrelink maze 3) The investment
Aug 18, 20202 min3 Quick Cashflow Ideas and Social Security ResourcesFor clients and their families, they may be considering a greater impact to their incomes and spending due to changes in employment.
Aug 16, 20202 minCurrent Conditions and Claiming a BenefitWith the current Covid 19 conditions, you may be considering the best benefit for your client.
Aug 15, 20202 minMy Number 1 Centrelink TipNo 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
Aug 3, 20203 minAdviceLink Helps Financial Planners and Clients Navigate Centrelink’s Complex SystemDuring normal times, Centrelink is a complex and disjointed system. When the country needs their services the most, the inefficiencies ...