30 Minute Phone Consultation

To discuss your situation and determine if we can be of assistance, or for short consultations.

If you proceed with engaging us to act on your behalf, the $95 is deducted from the overall fee.

AUD $95 inc GST

Aged Pension – New Single Claim

• Assessment of personal situation
• Estimate of entitlements
• Collection of documents
• Completion and submission of claim
• Follow up with Centrelink through to finalisation.

AUD $695 inc GST

All new claims are subject to confirmation depending on the complexity of your personal circumstances.

Aged Pension – New Couples Claim

• Assessment of personal situation
• Estimate of entitlements
• Collection of documents
• Completion and submission of claim
• Follow up with Centrelink through to finalisation.

AUD $895 inc GST

All new claims are subject to confirmation depending on the complexity of your personal circumstances.

Aged Pension – New Trust or Company Claim

• Assessment of personal situation
• Estimate of entitlements
• Collection of documents
• Completion and submission of claim
• Follow up with Centrelink through to finalisation.
• Liaison with ASIC, accountants/advisers, for company documents

AUD $1295 inc GST

All new claims are subject to confirmation depending on the complexity of your personal circumstances.

Commonwealth Seniors Health Card, or Low Income Card – New Claim

• Assessment of personal situation
• Collection of documents
• Completion and submission of claim
• Follow up with Centrelink through to finalisation.

AUD $295 inc GST

All new claims are subject to confirmation depending on the complexity of your personal circumstances.

Personal Consultation – Telephone or Video Call

• Assessment of personal situation
• Estimate of entitlements
• Guidance with Claims

AUD $195 inc GST per Hour

All new claims are subject to confirmation depending on the complexity of your personal circumstances.

Annual Account Maintenance

• Update of income and assets with Centrelink as required, usually 2-4 times per year.
• Income Stream reviews
• Manage Centrelink correspondence if required.

AUD $595 inc GST – Singles

AUD $695 inc GST – Couples

Trusts & Companies subject to quotation

Home Equity Access Scheme Claim

• Initial phone consultation to explain the scheme and establish eligibility
• Gathering of documents
• Preparation and submission of claim

AUD $395 inc GST

Once complete, the Centrelink Complex Assessment Officers will liaise with you directly. We ensure that the claim is as complete and accurate as it can be to minimize the time to completion.