Video Tutorials
Do I need to advise Centrelink of an inheritance?
It's a common concern for many of our Retirement Essentials community members: how will receiving an inheritance impact their Age Pension benefits? With people living longer, it's increasingly common to receive an inheritance later in life, often during retirement...
Navigating the Age Pension with a younger spouse
In any couple one of the partners by nature will be younger. That’s a given. What is less well known is the radical difference it can make to use the rules of retirement income to your advantage if one of you decides to leave full time work first.
These rules apply to both the Age Pension and superannuation.
Wendy & her husband would like to maximise their Age Pension
Q. My husband is older than me and qualifies for an Age Pension at the end of the year. I will not qualify for another 3 years. My question is can I access my super when he is on the Age Pension and I am 64, and after 3 years when I turn 67 will Centrelink re-assess my super balance?
Video: What are personal assets?
Understand how your home contents, cars, caravans, trailers and the like are regarded by Centrelink. Hear from Greg, your helping hand when applying for the age pension, on some much needed tips on what constitutes a ‘personal asset’!
Is my home counted as an asset?
Are you renting, travelling or have some lingering questions regarding your home or investment property? Hear from Greg, your helping hand when applying for the age pension, as to whether your home is counted as a ‘personal asset’.
Is my account based pension counted as income or asset?
Learn what an Allocated pension is from Greg, your helping hand when applying for the age pension, and see whether it’s exempt from the assets test.
Why is the Age Pension so important for retirement planning?
Hi, it’s Greg here from Retirement Essentials. The Age Pension for most people is the foundation layer of their retirement income. 7/10 people currently and that is forecast to continue will be eligible for a full or part Age Pension....
Common Age Pension Application Mistakes
There are two really common mistakes that people make when applying for the Age Pension. The first common mistakes people make is as a couple, assuming that both members of the couple have to be of Age Pension age before they can apply for the Age Pension....
What Age Pension problem does Retirement Essentials solve?
Hi its Greg from Retirement Essentials, your helping hand when applying for the Age Pension. I’ve been in wealth management for more than 20 years and the last few years I’ve been specialising in retirement incomes...