Maximise Centrelink Entitlements

When you meet with one of our advisers, they will assess and advise on your eligibility with receiving Centrelink benefits.

Aged Pension Clients are surprised when they discover that they can have considerable assets and still receive the Aged Pension. Dobbrick Financial Services will provide advice and assistance on whether you can, and how to apply for the Aged Pension.

Dobbrick Financial Services will also provide advice and assistance on the Seniors Card, Pensioner Concession Card and Commonwealth Seniors Health Card.

Have you looked at your entitlements?

When you meet with a financial planner from Dobbrick Financial Services, the opportunity to receive some Centrelink benefits will be assessed.

Aged Pension Clients are surprised when they discover that they can have considerable assets and still receive the Aged Pension. Dobbrick Financial Services will provide advice and assistance on whether you can, and how to, apply for the Aged Pension. We will also look at strategies on how to maximise the aged pension through gifting, funeral bonds and the transfer of assets.

Dobbrick Financial Services will also provide advice and assistance on the Seniors Card, Pensioner Concession Card and Commonwealth Seniors Health Card.

If you are past pension age and still working, we will look at whether you can benefit from the Work Bonus Scheme. If eligible, the first $250 per fortnight of employment income is excluded from assessment under the income test for the age pension.

The Carer Allowance pays $110 per fortnight and is not subject to an asset or income test. Subject to conditions, if you are looking after a person aged 16 years or over who has a disability, medical condition or who is frail aged and needs attention on a daily basis you may be eligible.

The Carer Payment is paid when constant care is provided to someone over the age of 16 with a severe disability, medical condition or are frail aged. It has the same income and assets test that aged pensions have.

The eligibility criteria for the disability support pension has recently been made tighter. There are strategies to increase the payments which we can provide advice on. The disability support pension is subject to the income and asset test that Aged Pensions are.

“Both my wife, Robin, and I have been totally happy with the services provided by the Dobbrick organisation. The management of our investment portfolio over the past few years has been carried out most efficiently, especially during the GFC.

I am confident that my decision to choose Dobbrick’s, rather than a larger, less personal superannuation organisation to handle my retirement needs was the right way to go. I would have to say that without Paul’s advice and assistance, my transition into retirement; involving budgeting, planning, the setting up of an allocated pension fund and the completion of endless Centrelink paper-work, would not have been so painless and expedient”  Ken W

Dobbrick Financial Services - Maximise Centrelink Benefits

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Dobbrick Financial ServicesMaximise Centrelink Entitlements