Search Results | Showing 1 - 10 of 126 results for "Centrelink" |
| | ... track actions requested on behalf of clients. Advisers can also request a withdrawal benefit quote and view clients' Centrelink payment schedules. More functionalities are due to be rolled out, including the ability to set up new accounts for clients. ... |
| | | ... mind when they're making some of those critical decisions," he said. Many of these questions are also aimed at Centrelink and the Australian Tax Office. "There's no easy way of sharing information amongst those bodies at the moment," he said. ... |
| | | ... Lifetime Super Calculator provides advisers with recommendations on strategies to maximise both Age Pension benefits and Centrelink Asset Test discounts. It includes structure capital in the accumulation phase to help clients better prepare for retirement. ... |
| | | ... provide a buffer during market instability. Further, clients can now opt for fortnightly payments, aligning with their Centrelink Age Pension payments or alternating fortnights. Generation Life general manager of retirement solutions Patrick Clarke said ... |
| | | ... enabled support teams to source information relating to social security. "Advisers and their teams can now generate Centrelink schedules online, instead of calling a BT customer relations consultant," she said. "BT's chatbot Blue can virtually assist ... |
| | | ... performance. Instead, they are adding value in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the ... |
| | | ... is being proposed as cross-subsidising a piece of advice that we wouldn't necessarily see as simple," she said. Centrelink, estate planning, a partner's circumstances are among the many factors that must be considered. "We would argue that that's ... |
| | | ... a total upper balance greater than $1.7 million. The consequences of selling the principal home on eligibility for Centrelink payments should be weighed up carefully, Howard warned. Howard added that the ability to make up $300,000 in downsizer contributions ... |
| | | ASIC has clarified that the Centrelink Home Equity Access Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the ... |
| | | ... provider of home equity access in 2023. Pension Boost assists retirees in accessing the Home Equity Access Scheme with Centrelink. Since its launch in 2019, Pension Boost has originated around 30% of Home Equity Access Scheme applications. Household ... |
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