Aged Pension

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  Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

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  Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

  Blog, Media Articles, Q&A Andrew Heaven

Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: My elderly widowed mother will need to move to [...]

By WealthPartners|2020-12-04T12:10:05+11:00December 4th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

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  Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

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  Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

Q: I am a self-funded retiree who receives a part [...]

By WealthPartners|2020-04-24T11:12:46+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

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  Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

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  Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

Q: I am looking to reduce my pension payment to [...]

By WealthPartners|2020-05-15T15:19:07+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

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  Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

  Gallery

  Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

Q: I am a self-funded retiree who receives a part [...]

By WealthPartners|2020-03-27T11:43:11+11:00March 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

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  Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

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  Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

  Blog, Media Articles, Q&A Andrew Heaven

Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

Q: My wife and I have both recently reached qualifying [...]

By WealthPartners|2020-02-20T16:27:43+11:00February 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

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  Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

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  Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

  Blog, Media Articles, Q&A Andrew Heaven

Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

Q: Centrelink have advised that we are ineligible to receive [...]

By WealthPartners|2020-02-20T14:43:10+11:00February 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

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  Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

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  Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

  Blog, Media Articles, Q&A Andrew Heaven

Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

Q: My wife and I are looking to sell our [...]

By WealthPartners|2019-11-15T17:38:52+11:00November 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

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  Q. I am retired and just received an inheritance. Can I still invest this into my Super?

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  Q. I am retired and just received an inheritance. Can I still invest this into my Super?

  Blog, Media Articles, Q&A Andrew Heaven

Q. I am retired and just received an inheritance. Can I still invest this into my Super?

Q: I fully retired in May 2019 when I turned [...]

By WealthPartners|2019-11-15T17:10:36+11:00November 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. I am retired and just received an inheritance. Can I still invest this into my Super?

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  Q. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

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  Q. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

  Blog, Media Articles, Q&A Andrew Heaven

Q. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

Q. What is an investment risk profile and what should [...]

By WealthPartners|2019-11-01T10:32:06+11:00November 1st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

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  Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

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  Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

  Blog, Media Articles, Q&A Andrew Heaven

Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

Q: We are self-funded retirees and rely on returns from [...]

By WealthPartners|2019-10-14T14:13:29+11:00October 14th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

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