your home is exempt from a means test, but this doesn’t necessarily mean it has no effect on your final entitlements. It does. Here’s a brief summary of the way the rules work and the things you need to know to stay on top of your eligibility.
James Coyle
James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement.
He lives in regional Victoria surrounded by dogs and chooks.
Budget 2023 – What’s in it for older Australians?
Federal Treasurer Jim Chalmers has handed down the May 2023 Federal Budget. There weren’t a lot of surprises but there are a few nice bonuses for older Australians.
Bumper end of financial year update :
Bumper end of financial year update: What you need to know and do before 30 June With just six weeks to go to the end of the financial year, it’s a great time to review the things you can do to ensure you are using tax, super and Age Pension rules to your own best...