Make sure you're receiving everything you're entitled to from Centrelink, with strategies to optimise your Age Pension and other entitlements.
Centrelink's rules around the Age Pension, income tests and asset tests are complex — and small structuring decisions can make a meaningful difference to your entitlements. Our social security advice helps you understand what you're eligible for and how your other financial decisions affect it.
We also help Australians returning from overseas understand how an overseas move affects Age Pension eligibility and waiting periods, as part of our broader Expat & Repatriation advice.
If you've spent time living overseas, your Age Pension eligibility can be affected by residency requirements and, in some cases, by international social security agreements. If you're planning to return to Australia, it's worth understanding how this applies to you well before you arrive — we cover this as part of our repatriation planning.
Yes — superannuation in the accumulation or pension phase generally counts towards Centrelink's assets and income tests. We can model how your super and other assets interact with the pension.
It can. Residency requirements and any applicable international social security agreements may affect your eligibility and payment rate. We can talk through your specific situation.
Retirement Planning · Investment · Superannuation · Insurance · Business Planning · Estate Planning · Expat & Repatriation · Contact Us
Book a complimentary 30-minute consultation to review your Centrelink position.
Book Your Free Consultation