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Everything from Craig Meldrum - Head of Financial Advice - Australian Unity Personal Financial Services

Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

From Craig Meldrum - Head of Financial Advice - Australian Unity Personal Financial Services

It is surprising how often I receive calls from advisers asking me to explain how Centrelink will treat their client’s family trust or private company, predominantly for Age Pension eligibility. In many instances, ‘Mum and Dad’ had a family business for many years that has long since ceased to be a going concern and, but […]

23 Jul 2012

Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

From Craig Meldrum - Head of Financial Advice - Australian Unity Personal Financial Services

This Article was updated on July 23, 2012 – To see the update click here . It is surprising how often I receive calls from advisers asking me to explain how Centrelink will treat their client’s family trust or private company, predominantly for Age Pension eligibility. (This story first appeared in the Journal of Financial Advice […]

22 Nov 2010