Tag Archives: Information for Pensioners

Read about financial, tax and superannuation matters that may affect pensioners and retirees. Topics include the Age Pension, income and asset tests, retirement income, superannuation and government concessions.

Based in Noosa, our experienced accountants and financial advisors support pensioners and retirees on the Sunshine Coast, throughout Queensland and Australia-wide. We offer in-person, telephone and virtual appointments.

Age Pension means test changes

What do the Age Pension means test changes mean for you? Starting 1 July 2025,

Unlocking savings: Your guide to Government Concession Cards

What are Federal Government concession cards? Government concession cards, including the Commonwealth Seniors Health Card,

Making the transition from working to retirement pensions

From 1 July the tax treatment of Transition to Retirement Pensions (TRIS) will change significantly.