Approximately 65% of older Australians rely on the Centrelink Aged Pension as their main source of retirement income, with this number continuing to grow in recent years.

 

While the Aged Pension is often a good source of income to supplement existing superannuation funds during retirement, the complex and ever changing Centrelink rules can make it difficult for retirees to assess their eligibility and gain access to it.

  Complex and ever changing rules  
  can make it difficult for retirees  
  to access the Aged Pension.  

Peter and Jane* came to us, having sold their home in anticipation of retirement. Although they had previously received the full Aged Pension from Centrelink, the proceeds of the sale of their home now meant that their entitlement would be reduced. We took another look at the figures and were able to develop a Centrelink strategy which would provide Peter and Jane an additional $36,000 in Aged Pension over a 15 year period. We also consulted with Centrelink throughout the process to ensure our recommended strategy was approved.

At OakWealth, we endeavour to minimise the stress of dealing with Centrelink for you so that you can simply focus on enjoying your retirement! We start by working out your benefit entitlement and then develop effective strategies to maximise it. We act as your Centrelink Nominee so that we can take care of the Centrelink queries and requirements on your behalf. Finally, we help you with your Centrelink application and paperwork to make dealing with Centrelink a breeze.

  We endeavour to minimise  
  the stress of dealing with  
  Centrelink so you can simply  
  focus on enjoying retirement!  

 

*​Disclaimers:

  1. Names and identifying details have been changed to protect the identity of individuals.

  2. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.  

  3. References to past performance are not an indication of future performance.

CONTACT US

Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 | info@oakwealth.com.au

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OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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