TechHub

Age Pension advice considerations: The death of a spouse


Brought to you by Challenger Tech

The death of a spouse will, for many clients, be a significantly emotional event. The appropriate focus at such a time will be dealing with the consequences of this loss. There are, however, a number of financial considerations that will require appropriate prioritisation. For Age Pension recipients there are additional advice considerations following the death of a spouse and these are the focus of this paper. Note that different rules may apply where only one member of a couple is, or was, eligible for the Age Pension, or where either is eligible for a benefit other than the Age Pension.


Related articles

29 Mar 2022

Fast Facts

This handy guide presents the key facts and figures that are useful for someone dealing with SMSFs. No need to look it up on the internet, our facts and figures guide has it all in one place. The guide covers tax, tax offsets, superannuation, social security and aged care.

26 Mar 2022

Assessment of the former home upon entering aged care

Brought to you by Challenger Tech A key consideration for many individuals when moving into residential aged care is the decision around the former home. The technical team from Challenger provide a recap of the general rules for the social security and aged care assessment of the former home as well as their application to…

SMSF acronyms

During our webinars you might hear our presenters refer to some things in acronyms or you may have heard some in general SMSF discussions and be unsure what they are referring to. The team at Accurium have put together an extensive list of the most popular SMSF acronyms. If you think some are missing feel…