Re-Contribution

Case Study: Planning for Centrelink & Re-contribution Strategy

Case Study: Planning for Centrelink & Re-contribution Strategy

The following is a case study of clients we helped transition into retirement by providing clarity around how their financial position could look in retirement, along with analysing options on how they could structure their assets for their retirement. Ultimately, this lead to eligibility to the Centrelink Age Pension and a reduction in estate taxes to any non dependent beneficiaries.