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.

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