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Showing 1 - 10 of 127 results for "Centrelink"

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... advisers. Rounding out the top 10, advisers also sought more information on insurance, retirement, client experience, Centrelink, and platforms from their peers. Subcategories within practice management included human resources, workflow, process design ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... 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. ...

Super framework ideal for advice: Jones

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... 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. ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... 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. ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
... 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 ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... 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 ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... 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 ...

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 ...
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