How we’ve helped in 2022: Reassurance, income and health prioritised At this time of the year our thoughts often turn to giving. So this week we asked our frontline team – Nicole, Sharon and Steven – if they would take time out to share how they believe they...
With seven out of 10 older Australians currently on an Age Pension you would think the rules would be relatively easy to understand. Unfortunately complexity is a feature of our retirement income system - another feature is the frequency of changes to rules...
And answers for 2022 With over 100,000 members who are at or near retirement, the Retirement Essentials’ Customer Service Team answers a LOT of questions on a weekly basis. Given that nearly 70% of Australians are on a full or part Age Pension, many are...
Late last week the Albanese Government and state and territory premiers agreed upon an energy price relief package to curtail rocketing electricity and gas prices for Australian consumers. Such price rises are an ongoing sore point for many Australian...
What you need to know Are you one of the three-quarters of senior Australians who receives a full or part Age Pension payment? If so, it will help to know Centrelink availability, payment and reporting dates over the coming Christmas and New Year holiday...
And the winner is: Max who needs more time We’ve been delighted with the volume and depth of responses to the inaugural Retirement Essentials Retirement Pulse survey, launched in October. You may recall we asked you to share the issue or question you would...
The work bonus enables you to earn extra for longer Financial adviser Nicole reports that how much you can earn is one of the major concerns in her consultations with Retirement Essentials members. The rules are confusing and they are about to change again....
What you’ve got over the past year Taking a long view when managing your money is almost always the best strategy. It can be difficult to do this with frequent changes to key financial indicators such as price hikes, stock market volatility and changing Age...
Reporting Income Reporting income can be a minefield for those on an Age Pension or those who may be entitled to one in the near future. The difficulty for many is that it is less than clear which income is reportable to Centrelink – and how and when you...