News - Centrelink & Aged Care
The Mechanics of the Age Pension
June 2022 - by Scott Keeley
Record numbers of Australians are retiring and are seeking retirement income planning advice. A key component to retirement income is the...
The Finances of Aged Care – You Have Time!
March 2022 - by Scott Keeley
Working with families who are considering Aged Care for a loved one for the first time can be traumatic. Sometimes the...
Get Some Advice! – Estate Planning
November 2020 - by Wakefield Partners
Often we are asked questions about protecting assets and ensuring that proceeds of an estate go to the right family members....
Win a Night for 2 at the Oval Hotel!
November 2020 - by Wakefield Partners
Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the...
Common Myths about Aged Care Fees
June 2020 - by Scott Keeley
What a minefield the aged care sector can be for families who are considering this for a loved one! There is...
I’m Only Allowed To Give Away $10,000!
April 2020 - by Scott Keeley
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
The Pandemic and Early Superannuation Access
March 2020 - by Wakefield Partners
Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover...
Getting more out of your pension!
October 2019 - by Scott Keeley
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. ...
Are you financially prepared for retirement?
October 2019 - by Wakefield Partners
Transitioning from working life to retirement can be an exhausting and nerve racking time. With so many aspects to consider many people...
Changes to the Centrelink Pension Income Test
October 2019 - by Wakefield Partners
From 20th September 2009, a number of changes will occur to the Income Test used to determine the rate of pensions...
“The Devil is in the Detail” – Changes to the Age Pension Asset Test to come into effect 1st of January 2017
October 2019 - by Wakefield Partners
Earlier this year, legislation to tighten the Age Pension Asset Test passed through the senate. At first glance, it would appear...
Age Pension – The real basics
October 2019 - by Scott Keeley
As a financial adviser with a background working at Centrelink, it’s natural that I specialise in providing advice to retirees regarding...
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