News - Aged Care
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...
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’. ...
Estate Planning is more than just a Will
October 2019 - by Lynette Anderson
It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...
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...
“I don’t need financial planning advice”
October 2019 - by Scott Keeley
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
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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