While no longer the backbone of retirement funding for most people, the Age Pension still plays an important role to help subsidise the nest egg clients have built for retirement. LFS has been working with Age Pension clients since 1985 and designing and developing strategies to assist clients achieve a Centrelink benefit, when they are entitled.

“Age Pension rules are becoming more complex as the years pass. It is essential to get advice on things, such as before moving your allocated pension from one provider to another, as it may lose its favourable Centrelink treatment.” states Simone Vanden-Driesen.

LFS can assist with advice at all stages of the Age Pension process;

• From planning to retire
• Assisting with the Age Pension application
• Communicating with Centrelink on the behalf of client
• Acting as correspondence nominee for Centrelink

If you get overpaid a Centrelink benefit, they will eventually catch up with you and then you will need to pay it back. We help clients to make sure they can maximise their entitlement, and help keep the Department up-to-date so as over-payments are less likely to occur.