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Showing 1 - 10 of 14 results for %22Centrelink Financial Information Service%22

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. ...

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 ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... align a service that matches changing needs. That could be in aged care, estate planning, philanthropy or dealing with Centrelink. While advisers may not provide all the solutions, they are ideally placed to facilitate these discussions and can engage ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... "collectively charged model", seeing many licensees erring on the side of caution in terms of assisting members with areas like Centrelink entitlements and household income retirement planning. It comes down to an on-boarding experience, she said. "How ...

Curtain call for industry body after 96 years

JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
... older than the association itself. As such, SCOA also provides support and information for seniors around dealing with Centrelink, Age Pension eligibility, the National Disability Insurance Scheme, general healthcare, aged care and elder financial abuse. ...

Advisers must tread carefully on PLS

JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
... advantage of the scheme should refer them to a licensed credit broker. Alternatively, the Centrelink Financial Information Service can also provide advice on the scheme. Either way, social security rules dictate that any client wishing to use the scheme ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... School of Medicine. He researched the specific issues people with mental health and disabilities face when dealing with Centrelink, superannuation, financial planning and financial institutions, and believes it is irresponsible for advisers without a ...

Energy Super ramps aged care advice

DARREN SNYDER  |  THURSDAY, 10 MAR 2016
... understanding of the aged care industry, aged accommodation choices, and the services provided by ACAT, Home Care, Centrelink and Veterans' Affairs. "For some of our members, there is an immediate need to understand the options available and the financial ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
... self managed super funds (SMSFs) and individual clients. These strategies include: non super and super; insurance; Centrelink and estate planning recommendations. In addition to reducing the manual SoA editing time through the automatic population of ...
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