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Financial Planning

Social security benefits

Social Security benefits are a complicated area and it is easy to miss out on something you might be entitled to receive. Centrelink themselves provide great support through their Financial Information Services Officers located in many branches and are a good starting point for working out what you might be able to make a claim on.

From there you may need assistance with the paper work.

Murray Nankivell Financial Planning is very experienced in assisting clients with accessing Centrelink entitlements. Whether you are approaching age pension age, or already an age pensioner, we can assist you with not only completing Centrelink's requirements, but also in structuring your assets to maximise entitlements.

We also provide advice on other Centrelink entitlements including the Disability Support Pension, Rent Assistance, and Carer Payments. We can also provide assistance to those individuals receiving entitlements from the Department of Veterans' Affairs.

Centrelink and DVA Services
While there are many different Centrelink payments and entitlements available, the most common allowances, pensions and benefit cards are;

Centrelink Benefits
Age pension, Newstart allowance, Parenting Payment, Carer Allowance, Disability Support Pension
Department of Veterans' Affairs (DVA) - Repatriation Pharmaceutical Benefits Card (orange card), Repatriation Health Card (white card), Repatriation Health Card (gold card)

To be entitled to the Pensioner Concession Card you will have to receive means tested Centrelink income support.

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Tony Bedworth

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Tony Bedworth
Director

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