Kite Financial Services – helping you and your family understand benefits.
When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families. These include (but are not limited to) the Age Pension, Mature Age Allowance, Family Tax Benefit, Parenting Payment and Disability Support Pension. There is also a range of benefits for service veterans.
As well as the Age Pension, retirees may be eligible for benefits including the Health Care Card, Commonwealth Seniors Health Care Card, Pensioner Concession Card and the Pharmaceutical Allowance. Eligibility criteria apply to each benefit. These criteria can be quite complex and can change over time.
The Age Pension can form the cornerstone of some people’s retirement income. We can help you review your investments and assets to ascertain the possibility of you qualifying for a pension. We’ll review your situation and look at your assets, including property, investments and superannuation savings, and assess how these could affect your social security entitlements.
To find out how we can help you maximise your social security entitlements, call 1300 695 830 or email us.
This web page contains general advice. It does not take account of your objectives, financial situation or needs. This page has been prepared by Kite Financial Services Pty Ltd ABN 36 053 973 041. Kite Financial Services Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Limited ABN 26 098 725 145, AFSL 234459.