Social Security/Centrelink

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 structure your investments and assets to maximise your chances of 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, contact us.

 

 

 

Get In Touch With Us

Allan H     Warriewood 

My reasons for being a client of Future Funds are:
Proximity of office, allows more face to face.
All dealings have been extremely professional.
Comfortable meetings-put at ease etc.
Extremely comfortable with Fund Managers being recommended.
Staff always professional & ready to help
Confidentiality always apparent.
The Priority Service makes me feel important not just one of the bunch, costs a little more but service is fantastic.


Doug 0     Perth 

Short answer to both questions; Being part of a group, and dealing with people we trust!


John F     Avalon 

Being a client means receiving trusted and sound advice in a timely manner with no pretences and no hard sell. The Priority Service means continuity of personal service with close attention to the details.


Margaret W     Newington 

Being a client of Future Funds has been a very steep learning curve, in a good way, for me. Financial matters have always been a mystery to me, but Grant Simpson’s very clear, concise and patient explanations and advice have given me confidence in my choice of Future Funds. The Priority Service has given me a feeling of security as I approach retirement.


Ray H     Blackett 

I'm pleased to be a part of Future Funds because of your methods, advice and regular contact. Also prompt replies to any concerns. Friendly Staff. For me, the Priority Service is about the regular keeping in touch and reports (monthly) which gives one peace of mind in these uncertain times. Also the need to alter investments immediately if necessary.