See if your clients are eligible for more Age Pension today
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).
Age Pension benefits described above will not apply to all individuals. Age Pension outcomes depend on an individual (or couple’s) personal circumstances and may change over time. While lifetime income streams may immediately benefit some Age Pension eligible retirees who are assessed under the assets test, in later years, if assessed under the income test, any ongoing Age pension benefits may be reduced.