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

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 $950

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 $1,200

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

Aged Pension – Where Companies and Trusts are Involved

• 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 $2,000

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

Commonwealth Seniors Health Card – New Claim

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

AUD $500

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 $200 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 $900 – Singles

AUD $1,000 – Couples

AUD $1,500 – Trusts & Companies

Home Equity Access Scheme Claim

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

AUD $500

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.