When it comes to reverse mortgages and gifting, many of our clients have expressed concern at the Centrelink rules applicable to Gifting to family members.
Whilst the rules regarding the amounts that can be gifted are explicit, the effect of gifting on pension entitlements is not always as clear.
Clients often have received incorrect advice from Centrelink, effectively restricting the amount they can gift.
Paul has been able to assist many clients to gift larger amounts, without any negative effect on their pension entitlements.
Talk to Paul to establish how much you can gift – With reverse mortgages and gifting, it will often be more that you thought!
You can talk to Paul on 03 9563 3442
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More than two decades’ experience consulting with senior Australians and Self-Funded Retirees regarding specialist credit products designed to support retirees.
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