Can you use a private valuer to assess excess land?

Wayne is worried that extra land on his property will rule him out of receiving a part pension and wants information on how his land will be valued.

Income and asset tests

Experts propose including home in the pension assets test

Despite its unpopularity, including the family home in the assets test for the Age Pension is the idea that just won’t go away. The Certified…

Banking & Investment

The 60 per cent sweetener with annuities and your pension

Many people are unaware that the ways annuities are assessed changed last year. We explain how it works.

Income and asset tests

Talking retirement and Age Pension strategies

It’s never too early, or too late, to understand pension thresholds and how they can affect your lifestyle in retirement.

Centrelink News

Centrelink assets test waiver set to end next week. Are you still eligible?

The Centrelink assets test waiver is set to end on 24 September, and its reinstatement will create a set of new challenges for anyone depending on those payments.

Income and asset tests

Can you take out a loan to reduce the value of your assets?

Norm has shares purchased through an equity loan account and wants to know how they are assessed by Centrelink.

Income and asset tests

What to do if you disagree with a Centrelink assessment

Suzanne lives on a big property and thinks the excess land has been overvalued. She is keen to know whether she can challenge the decision.

Finance News

Forget more compulsory super: here are five ways to actually boost retirement incomes

There are five big problems the Retirement Income Review will need to confront. Here are five changes that would tackle them.

Centrelink – Services Australia

Are adjoining blocks exempt from the assets test?

Bianca is about to apply for the Age Pension and has some questions about the exemptions for primary residence.

Age Pension

How does a owning a portion of a house affect the pension?

Gloudina wants to buy half of her daughter’s house but is worried that it will affect her pension.

Centrelink – Services Australia

Is a margin loan an appropriate way to reduce your assets?

Hyacinth wants to know how Centrelink assesses her margin loan.

Income and asset tests

Postcode by postcode: a clever way to include homes in the age pension assets test

Under an Institute of Actuaries proposal, only retirees with more valuable than normal homes would face an assets test, and only on that part of the value that was higher than normal.

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