The assets and income test of lifetime income streams has changed. The rules are designed to support the use of certain lifetime income streams which feature payments for life, regardless of how long a person may live, and reducing access to capital over life expectancy.

Means testing animation
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Retirement and aged care strategies
Access resources to help you develop retirement income and aged care strategies.

New means test rules client examples
Three examples of how the new means test rules for lifetime income streams can improve client’s Age Pension outcomes.

Addressing clients volatility concerns
Advisers tell us that during times like these it makes sense to have a plan for addressing clients’ volatility concerns.