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Age Pension

Let our specialist age pension consultants assist you with your age pension entitlements

As you approach retirement, it’s important to understand your entitlements for the Age Pension. Even if you don’t need it now or haven’t considered applying, exploring all your options is crucial for securing your retirement income.
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Chris Smith

Senior Financial Planner, SMI Financial Solutions

Maximise Your Entitlements

Are you making the most of what you are entitled to for your retirement?

SMI Financial Solutions can help you apply for the pension you deserve, simplifying the process and ensuring you receive the benefits you’re entitled to.
Contact SMI to get started

Why Choose Us?

  • You get the pension you deserve
  • We will take care of all the paperwork for you
  • Minimise your visits to Centrelink offices
  • Avoid getting in queues
  • Flexible service hours to meet your schedule
  • Dedicated team member to manage your application
  • Simple process​​
  • Locally based in Bella Vista

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Claiming age pension can involve:

  • Having to fill in many forms with 100’s of questions
  • Several Visits to Centrelink Offices
  • Waiting in long queues or spending hours on hold
  • Taking many months to complete the process
  • Any mistakes or lost forms can cause further delays

We can ease all your worries and offer you an age pension solution where you can cut all the hassle involved and let us do all the work so you can relax.

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FAQs

When you’re looking into your finances, there are many questions that come to mind. These are just some of them:

Still have questions?
How much will I receive for my age pension?
This is something which is calculated for each individual person, as everyone’s age pension is different, and depends on a number of factors. Some common factors include:
  • Your asset values
  • Whether you have given financial gifts to family or friends
  • Whether you have made any donations
  • What income you already receive and from where

That is why it is so important it is calculated individually, as even Centrelink can make mistakes when calculating these things, no joke.

Your ideal pension amount is also different for each individual. Your goal pension should consider a number of factors:

  • What expenses you will be paying for once you are retired
  • What kind of lifestyle you want to live

A general rule of thumb the Australian government recommends, is that you will need two-thirds of your current income to maintain your retirement lifestyle.

To be eligible for an Age Pension in Australia you must meet the following criteria:
  • Be at least 66 and a half years of age
  • Be an Australian resident that has lived in Australia for at least 10 years
  • Meet the requirements of the Age Pension income and assets test
The income and assets test considers your relationship status, your current assets, debts and expenses, and calculates your maximum pension amount.

Testimonials

Chris and his team have been amazing at providing a comprehensive and professional, yet personal service to provide financial strategies to help us achieve our short and long term goals. The process is fast and hassle free. Chris always take his time exlpaining his reccommended strategies to ensure we clearly understand what he is reccommending and why and is always happy to discuss and answer any questions we have.

– Melinda F.

Chris has been instrumental in setting up our self manager super fund and guiding us in our financial future. He is always available to provide clear understandable advice.

– Warwick S.

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