Retire Right

← Retire Right30 Sept · 1 h 10 min

440 Centrelink Q&A: bereavement, gifting, super recontribution, carer payment + more

440 Centrelink Q&A: bereavement, gifting, super recontribution, carer payment + more30 Sept1 h 10 min

Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

Justin Bott returns to the show for another Centrelink Q&A, and as a Community Information Officer at Services Australia, he's the perfect person to answer your burning questions. In this episode, Glen and Justin touch on:

👉 bereavement payments - what happens to your pension when a partner dies

👉🏼 self-funded retirees - are there any other cards or benefits you can access?

👉🏽 what is the Financial Information Service and who can access it

👉🏾 can I do a super recontribution strategy before claiming the age pension

👉🏿 pension & aged care fees

👉🏻 carer payment vs carer allowance vs age pension

👉 pension residency rules

👉🏼 what is considered gifting?

👉🏽 reverse mortgage vs home reversion scheme and the trap to be aware of