Personal Consultations
Are you confused by the Centrelink maze? We’ll help navigate it for you.
- Comprehensive consultation with one of our pension experts
- Discovery of your potential entitlements using the payment finder and rate estimator.
- Explanation of how Centrelink assess different payments, concession cards and the asset and income test.
- Detailed customer appointment record document with a breakdown of your income and assets.
Total cost $330
Age Pension Applications
The claim process can be time consuming and incredibly frustrating – Let us do it for you!
- Completion of age pension claim from start to finish.
- Personal consultation with one of our pension experts, including an explanation of how Centrelink assess your pension.
- Detailed customer appointment record document with a breakdown of your income and assets.
- Registration of My Pension Manager as your nominee to handle all of your Centrelink claim correspondence.
- We’ll keep you up to date during the entire process.
From $880*
* The cost of this service will depend on the complexity of your financial situation. A quote will be provided prior to you proceeding with our assistance.
Ongoing Service
My Pension Manager ongoing service packages allow you to enjoy a relaxed retirement – You’ll never have to deal with Centrelink again.
- We’ll keep your Centrelink record up to date by providing regular updates to your income and assets.
- We’ll respond to any letters or correspondence you receive from Centrelink.
- We’ll assist you to advise of a change in circumstances to Centrelink.
- Our consultants will ensure that you’re getting paid the correct amount of age pension.
- We keep you informed of any changes in legislation and how they may affect you.
From $660* per annum
* The cost of this service will depend on the complexity of your financial situation. A quote will be provided prior to you proceeding with our assistance.
Aged Care Assistance
My Pension Manager can help you with the confusing process of entering permanent residential aged care.
- Personal consultation with one of our aged care experts where we’ll help explain how aged care fees are calculated.
- We’ll explore how age pension entitlements may be impacted by entering aged care and what options you have.
- Completion of the Centrelink aged care income and assets form required for your aged care fee assessment.
One-off consultation $550*
*Centrelink updates and/or completion of aged care fee assessment forms will incur an additional cost.
Other Services
Are your circumstances changing? We can provide you with information around scenarios such as:
- Moving house (downsizing, upsizing).
- Accommodation options (granny flats, retirement villages).
- Changing employment arrangement (increasing/decreasing hours or starting a new job).
- Gifting money to family members, friends or organisations.
- Change in relationship status (becoming partnered or separating).
- Death of a partner and bereavement entitlements.
Total cost $330
*Notification of these changes to Centrelink will incur an extra cost.
Seminars and Public Speaking
Are you involved in the financial services industry or have a group that would benefit from hearing from us? We can provide:
- Age pension seminars for your clients explaining Centrelink payments, concession cards and means testing criteria.
- Technical training sessions for your financial services employees including Centrelink strategies.
- Presentations catering for changes in Social Security legislation, Centrelink policy and Government budget night updates.
*Price on application
Service Guide & Important Information
Download the latest version of our Service Guide & Privacy Policy.
