Many of our clients have expressed concern at the Centrelink rules applicable to Gifting to family members.
Whilst the rules regarding the amounts that can be gifted are explicit, the effect of gifting on pension entitlements is not always as clear.
Clients often have received incorrect advice from Centrelink, effectively restricting the amount they can gift.
The Retired with a Mortgage advisors have been able to assist many clients to gift larger amounts, without any negative effect on their pension entitlements.
Talk to them today to establish how much you can gift – It will often be more that you thought!
The Difference? – You are talking to an Expert – Not a Call Centre!
