Realise-Your-Dream-Logo

Age Pension - will there be an increase?

On 20 March and 20 September of each year, the age pension rates are increased.
Read More

Getting things in order - part 2

Recently I wrote an article  about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers ...
Read More

Aged Care – what a difference $5,000 can make?

A person’s aged care costs are generally based on their income and their assets.
Read More

Aged Care – it’s complicated. And emotional.

It is not unique story and I am sure happens on a regular basis. I would like to tell you this story as it highlights the complexities of aged care and the financial and ...
Read More

Minimum pension payments

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
Read More

Account based pensions and the age pension

Last week I was asked if the rate of Centrelink or Department of Veterans’ Affairs age pension would increase if the amount being paid from an account-based pension reduced?
Read More

Age pension - time for you to review?

It is the middle of May and the end of the financial year is fast approaching.  Now, as we are always told, is a good time to review your financial position and no, I am not ...
Read More

Your home and your age pension

The average value of a home in Australia is according to Domain approximately $800,000.
Read More

Age Pension – what, when and how much?

Does paying taxes while you’re working give you the right to expect you will receive an age pension when you decide that you no longer want to work – in other words, retire?
Read More

Age Pension Update - July 2019

On the 1st of July the age pension asset and income thresholds increased, in addition to the increase in these thresholds the levels at which the deeming rates of interest are ...
Read More