Maximising your client’s Age Pension entitlements may help provide a boost to their retirement. Our Age Pension Illustrator lets you estimate your client’s entitlements - instantly revealing how different strategies may deliver an immediate increase in their Age Pension.
You’ll need some basic information about your retiree client to get started such as the amount of superannuation (including account-based pensions), other assets and income that are assessable for Centrelink/DVA purposes (or use the information from one of our case studies to try out the tool).