Centrelink Strategies

Centrelink is an Australian government program that delivers a range of payments and services for people at times of major change.

This includes older Australians (retirees / pension recipients), families, job seekers, carers and people with disabilities.

Centrelink does great work for the community, but sometimes it can feel like dealing with Centrelink directly can be navigating a rabbit warren.

If you're looking for Centrelink financial advice in relation to COVID-19 please scroll to the bottom of the page to our tailored list of resources.

Strategies for dealing with Centrelink

There are now so many different challenges and roadblocks dealing with Centrelink that it can help to create a Centrelink strategy as part of your financial plan.

We have a dedicated Centrelink strategist in our office who typically helps our retiree and pre-retiree clients to get through and make sense of everything that is changing in their financial world.

As part of our service offering, we can provide you with strategies on how to deal with Centrelink yourself or we can represent your interests directly.

To find out more about our Centrelink services, get in touch with a Centrelink expert by contacting our offices today.

Centrelink Strategies For Young People and Families

As part of your financial planning strategy, we can help you with family tax benefits, Newstart Allowance and updating child support arrangement. Don't be put off by dealing with Centrelink... if you are entitled to benefits we will make sure you receive them.

If you're looking for information in relation to the recent COVID-19 support packages, Job Seeker and Job Keeper, please refer to the list of resources below.

Centrelink Strategies for Pre-Retirees, Retirees and Aged Care

There are payments and services available to help older Australians with the ongoing costs of living. People who are retiring, and those working past retirement age, may be eligible for a pension or part pension. Topping up your income with the Age Pension or another allowance can make your savings last longer, and can contribute to the standard of living you will have throughout your retirement. Receiving the pension through Centrelink can be a tricky and time-consuming process that many people would prefer to not deal with.

Your Financial Framework adviser can deal with Centrelink on your behalf, or just help you along the way as you need it.

Preparation for Means Testing

Centrelink payments are subject to means testing – which means that before you can receive any benefit you will first be tested to determine how much you earn, and the value of your assets. We can assess your financial situation and outline what your means test is likely to determine, and your benefit options moving forward.

Your Financial Framework adviser will help you take the necessary steps to maximise any benefits you receive so that they become part of your strategy for growing wealth.

Our Centrelink Services Include:

• Setting up your MyGov account, if required.
• Online Centrelink Application / or paper application if required.
• Liaising with Centrelink on your behalf.
• Online access via our Centrelink Business Online Portal.
• Access to our claims manager for assistance when required.
• Correspondence nominee to ensure you don’t miss anything from Centrelink.

Imagine not having to deal with Centrelink ever again…

Contact your Financial Adviser or our Claims Manager, Christine Morgan, to find out how we can assist you today.

Centrelink Financial Advice During COVID-19

Centrelink is a big supporter of the welfare of Australians during good times and, right now, the not so good times.

We've prepared a number of resources to help you understand your Centrelink entitlements around Job Seeker, Job Keeper and other income support measures during this time. Of course, there are also increased support to retirees, of which Centrelink strategies play a critical role.

We have prepared a list of COVID-19 resources for you below:

If you're an Employee or Job Seeker you can find specific information here.

• Also importatnt to note, on the employee page we have prepared some tutorial videos on how to get started with Centrelink and how to lodge a claim with Centrelink. This may prove helpful to recent retirees as well.

If you're a Retiree you can find specific information here.

If you're a Business or Employer you can find specific information here.

We hope you find these resources helpful and should you need any further assistance, please don't hesitate to reach out.