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Showing 21 - 30 of 140 results for "Centrelink"

Super fund advice needs more guardrails: Conference

KARREN VERGARA | MONDAY, 27 FEB 2023

... 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 ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER | TUESDAY, 17 JAN 2023

... 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 confirms advisers can offer home equity access guidance

ANDREW MCKEAN | TUESDAY, 10 JAN 2023

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 ...

Household Capital acquires Pension Boost

ANDREW MCKEAN | MONDAY, 5 DEC 2022

... 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 ...

Advising through disability implications

CASSANDRA BALDINI | THURSDAY, 24 NOV 2022

... dealing with systems that require medical information for disability or payments, there is often a mismatch. "[The] NDIS, Centrelink and TPD claims are all functional impairment-based policies, payments or benefits," he said. Johns explained each asks ...

Financial planning avatars are the future

CHLOE WALKER | THURSDAY, 24 NOV 2022

... process." There are so many issues there that tech can help with. For example planners shouldn't be on the phone to Centrelink for an hour, she said. "Compliance by design is another area where I think technology has a huge amount of opportunity ...

AMP debuts hybrid retirement solution

ANDREW MCKEAN | TUESDAY, 18 OCT 2022

... Income account can be opened before clients move into the retirement phase. These solutions provide enhanced tax and Centrelink benefits, aiming to provide greater opportunities for long-term client engagement with enhanced retirement outcomes. AMP director ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI | TUESDAY, 16 AUG 2022

... for personalised advice. Over half of all future Age pensioners and existing Age pensioners ranked maximising their Centrelink entitlements and retirement income as their highest concern. The second highest was how retirees can best manage their superannuation ...

Big spend on cost of living, defence

ELIZABETH MCARTHUR | TUESDAY, 29 MAR 2022

... additional support over the next six months. And those receiving the pension, along with anyone else eligible for a Centrelink concession card, will also receive a one-off $250 payment aimed at easing cost of living pressure. With housing affordability ...

Tough news for those already doing it tough

ELIZABETH MCARTHUR | TUESDAY, 29 MAR 2022

... $642.70 a fortnight. However, a one-off payment of $250 to assist with cost of living pressures will be made to all Centrelink concession card holders - this includes those on JobSeeker as well as those on other payments. JobSeeker was one area where ...

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Australian Unity to shed 195 roles

MATTHEW WAI | 12:42PM

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | 12:34PM

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI | 12:17PM

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | 12:29PM

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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