Are you concerned about how the changes due on the 1st January 2017 may impact you? What will it mean for your retirement nest egg? Not sure what you should be doing about it?
Take an Age Pension Assessment. Compare your entitlements under the current rules and those applying after 1 January 2017. Assess the impact of the changes on your retirement lifestyle.
How Does It Work?
The Age Pension Assessment (prepared by Accurium Actuarial) will help you better understand the impact of the new rules coming into effect from 1 January 2017 and what it means for your retirement income.
More than 300,000 pensioners are expected to be affected by the Age Pension rule changes. Some of you may have already received a letter from Centrelink stating your entitlement will decrease at 1 January due to the changes.
In addition to focusing on the immediate impact of the changes, the Age Pension Assessment allows for the longer-term impact too, taking in to account future market performance, inflation and how long you are expected to live. We can then estimate what this means for your retirement nest egg over the years to come.
Preview the sample report to get a better understanding of what is being offered.
Who Is It For?
Obviously, anyone already in retirement, or looking to assess the likely outcomes if they were to retire now.
But you don’t have to be receiving an Age Pension now to perform the assessment.
Many of you may not be receiving any Age Pension today but will receive some payments in the future. It is often underestimated how much future Age Pension entitlements contribute toward funding your retirement lifestyle.
What's It Cost?
The Age Pension Assessment is available for a fixed cost of $400 + GST.
In addition to the report, we'll help collate the information you need up-front, plus assist you to interpret the results and what your next steps should be.
If you would like to obtain an assessment, email us today.