Insights

We provide an overview of the considerations and guidelines associated with transferring assets between spouses and to family members for Centrelink purposes in Australia.

In this article, we explore a key benefit of receiving an inheritance for those on the Age Pension: the potential to enhance financial stability and well-being.

We use a case study to illustrate how optimising superannuation for Centrelink eligibility requires thoughtful planning and adherence to certain eligibility requirements.