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Age Pension - eligibility, applications, exemptions and gifting
In this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks with Centrelink guru, Justin Bott from Services Australia. Together they tackle the complex realm that is Age Pension, and outline ways that you can get the highest benefit possible.
If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
~~Topics covered today~~
- How does the Age Pension work?
- Understanding the Income and Assets test
- How does Centrelink know your financial situation?
- Breaking down the Family Home Exemption
- Gifting money without getting caught out
~~ Resources for this episode ~~
- Visit TermPlus to learn more
- Learn more about PIMCO
- Services Australia website
- Financial Information Service
- Ask a question (select the Retirement podcast)
~~ Rask Resources ~~
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
DISCLAIMER:
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By RaskIn this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks with Centrelink guru, Justin Bott from Services Australia. Together they tackle the complex realm that is Age Pension, and outline ways that you can get the highest benefit possible.
If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
~~Topics covered today~~
- How does the Age Pension work?
- Understanding the Income and Assets test
- How does Centrelink know your financial situation?
- Breaking down the Family Home Exemption
- Gifting money without getting caught out
~~ Resources for this episode ~~
- Visit TermPlus to learn more
- Learn more about PIMCO
- Services Australia website
- Financial Information Service
- Ask a question (select the Retirement podcast)
~~ Rask Resources ~~
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
DISCLAIMER:
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)
Learn more about your ad choices. Visit megaphone.fm/adchoices