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We estimate your client is asset tested

Assuming the assets you've told us are all financial assets and there are no other income we estimate your client is asset-tested and may benefit from a Challenger Guaranteed Annuity (Liquid Lifetime) to improve their Age Pension. 
Clients who have their Age Pension determined by the assets test could benefit from strategies which reduce assessable assets for social security purposes. Every $1,000 a client reduces in assessable assets could increase their Age Pension by $3 per fortnight, or $78 p.a.

The numbers are rounded for illustrative purposes and based on rates and thresholds of 20 September 2020. For exact figures please view the Strategy Zones chart. Assumes all assets are financial assets and there is no other income.

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