FirstTech Podcast

Updating investment balances with Centrelink: Tips and Timing


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Craig Day and Kim Guest discuss the process of updating investment balances with Centrelink, including account based pensions, super in accumulation phase, shares, managed funds and bank balances.


Does a client need to update Centrelink or does Centrelink receive the updated values automatically?

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FirstTech PodcastBy Craig Day


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