Alison Squire

Alison has spent over 25 years in the Financial Services industry including holding responsibility across regulatory change, financial planning, technical, compliance and training areas. Alison has experience in implementation of advice and compliance frameworks including sustainable business process improvements. Alison is passionate about the financial planning industry and the support it provides to everyday Australians in achieving their financial goals. Alison holds her Graduate Certificate in Financial Planning.

Nancy and Phil Case Study

by Alison Squire | Retirement Income

Temporary reduction to the minimum superannuation drawdowns what does it mean? When a retiree commences an account-based pension with their superannuation monies, it pays them an income. Account-based pensions are required by law to pay a minimum income every...

I live in the same house as my ex-partner, will Centrelink assess me as a couple or a single?

by Alison Squire | Centrelink Age Pension

Living under one roof as individuals requires a lot more information to be provided to Centrelink so they can accurately assess whether you are indeed a couple or a single. To this end you will probably be required to complete the Centrelink Relationship...