O’Neil Financial Planning is now part of  Fortuna Advisory Group

This short video will provide you with explanations of how the assets and income test works so you can use them to work in with your scenario.

There are guides to the age pension amounts and the limits used in the calculation of the and the assets and income test amounts. These numbers change each 6 months so the numbers will date fairly quickly however the process used is valid until Centrelink change the the way they do their tests.

We have examples for single and couples as well as home owners and non homeowners. It is not comprehensive and does not assume you are working or have overseas pensions etc however you should get a good working guide.

For more information please see your financial planner or contact our office in Balcatta or Canning Vale and we will be happy to assist.
https://www.youtube.com/watch?v=S-7KYyBbuyg