PENSION ONGOING ADMINISTRATION SERVICE
Peace of mind for clients knowing that someone is taking care of this burden.
Annual reviews of the client's Centrelink Income and Assets are provided for review, allowing our AdviceLink team to update Centrelink correctly. A report of these updates, follow-ups and possible effects help the client receive their appropriate entitlements and minimise the risk of costly debt repayments.
We understand updates can happen outside a client's review and are happy to accommodate these requests as needed for your business. We care about getting it right for your client and making that as simple as possible.
We are taking the stress out of lengthy delays and complex forms. An efficient service designed to have clients in receipt of their accurate entitlement in a timely manner.
We complete the client’s claim to an entitlement online to allow for the most efficient processing times with Centrelink. With the knowledge you have on the client, we can usually get additional information required for a Centrelink claim in one question page, plus the supporting statement. We are happy to work with you on how this process may best suit your business and your clients.
With our experienced staff, we have seen many claim requests processed within two weeks.
AGED CARE FEES SERVICE
Designed to help those assisting loved ones at a stressful time.
We reduce the need to complete complex forms and by updating clients' Centrelink details online.
We support the implementation of Aged Care strategies by ensuring the client receives their correct entitlement and Aged Care fee assessment.
We know this is a tough period for many and usually taken on by time-poor family members. We engage and walk you through the Centrelink requirements, helping wherever we can.
A complex system requires a simple tailored process:
CLIENT NOMINATION SIGNED
CENTRELINK ASSET & INCOME REVIEWED
CENTRELINK ASSETS & INCOME UPDATED
ADVICELINK INCOME & ASSET SCHEDULE COMPLETED AND PROVIDED