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Welcome to our Aged Pension Application Service! We specialise in simplifying the often complex process of applying for aged pension benefits. Our expert team provides personalised assistance with navigating eligibility criteria, handling paperwork, and securing the financial support you deserve. Trust us to guide you through this intricate process from start to finish, ensuring a smooth transition into retirement.

Book a time to talk to us: Phone, Face-to-Face, or Zoom

 

 

Checking if you’re eligible

To be eligible, you need to reach the current age pension age, which is currently 67, and meet some other rules:

 

Meet the residence rules [click here].

Meet the income test rules [click here].

Meet the assets test rules [click here].

 

 If you’re legally blind and not claiming Rent Assistance, you may be able to claim Age Pension without being assessed against the income and assets tests.

 

 

 If you’re unsure about your eligibility, you can utilise our services regarding eligibility.

We offer the following consultation services .

Our consultation service focuses on providing expert advice regarding eligibility for the age pension. Navigating the requirements for age pension eligibility can be complex and overwhelming, but our team is here to help simplify the process for you.

Our consultation service is designed to offer personalised guidance tailored to your circumstances. Whether you’re unsure about meeting the residency criteria, need assistance with understanding the income and assets tests, or have questions about exemptions and special circumstances, we’re here to provide clarity and support every step of the way.

During your consultation, our knowledgeable advisors will carefully assess your situation and provide detailed information about your eligibility status. We’ll explain the specific criteria you need to meet and offer practical advice on how to ensure you qualify for the age pension benefits you deserve.

Our goal is to empower you with the knowledge and confidence to make informed decisions about your financial future. We understand the importance of securing stable income during your retirement years, and we’re dedicated to helping you navigate the eligibility process with ease.

Don’t let uncertainty hold you back from accessing the age pension benefits you’re entitled to. Schedule a consultation with us today and take the first step towards securing your financial stability in retirement. Click Here

Flexible Engagement Options

You have the choice to engage with us based on time, where charges will be determined by the time spent on your matter. Our hourly rate for this service is $275. If your circumstances are straightforward, for example, if you don’t have private companies, trusts, or an SMSF, this engagement method may be the most economical for you. Contact us

Simplified Fee Structur

You have the choice to engage with us based on a flat fee, where charges will be fixed regardless of the time spent on your matter. The flat fee for this engagement will be $990. Contact us 

 

The Steps to Claim Age Pension

 

Preparing to Claim: Important Steps and Considerations

When you’re preparing to claim, there are important things to consider and tasks to complete, such as gathering your supporting documents. To streamline this process for you, Centrelink has compiled information on how to prepare for your claim

Claiming Benefits Online: The Preferred Method

The best way to claim benefits is online. To do so, you’ll need a Centrelink online account linked to myGov. If you don’t have a myGov account or a Centrelink online account, you’ll need to create them. For more information, click here

Identity Confirmation with Centrelink

You may need to confirm your identity with Centrelink before you start your claim. For more information, click here

Nominee Option for Centrelink Assistance

You can choose to designate another person to deal with Centrelink on your behalf. This person, known as the nominee, can perform any of the following tasks:

– Submit an online claim for you.

– Submit separate online claims for you and your partner.

– Submit a combined partner claim for you and your partner using a paper claim form.

Submitting a Combined Partner Claim for Age Pension

If you and your partner are both claiming Age Pension, you may be able to submit a combined partner claim online. The combined partner claim option only appears at the Review and Confirm stage of the claim. However, this option won’t appear if any of the following apply:

 – You’re in a crisis situation.

– You and your partner are registered for the Pension Bonus Scheme.

– You or your partner want to claim Age Pension for the blind.

 To use the combined partner claim option, all of the following conditions must apply before starting your claim:

 – You and your partner have your own myGov accounts linked to your own Centrelink online accounts.

– You both have access to electronic messaging.

– You show as a couple in the Relationship Status section of your online accounts.

– You are both Age Pension age or turning Age Pension age in the next 13 weeks.

 You will need to provide details of all income and assets, including bank accounts that you and your partner own. Once you’ve completed your part of the claim, your partner will receive a task to review in their online account. They must action this within 3 days of receiving it. Then either you or your partner can submit the combined partner claim

Claiming Age Pension: Online and Alternative Options

You can claim online if your Centrelink account is linked to myGov

If you can’t claim online, you have a few alternatives:

 – Print and complete the Claim for Age Pension and Pension Bonus form, along with the Income and Assets form.

– Make an appointment to visit a service center.

 If You Live Outside Australia:

 If you reside outside Australia, find out how to claim through an international social security agreement. Click here for more information

 

Claim Notification and Review Process with Centrelink

After you lodge the claim, Centrelink will send a letter with the result to either your:

  • myGov Inbox
  • Express Plus Centrelink mobile app.

If you don’t receive electronic letters, Centrelink will send you a letter in the mail.

If you believe Centrelink has made a mistake, you can ask for a review of their decision.

We can assist you with the process of applying for the aged pension.

We provide a comprehensive concierge service from the first step until you receive Centrelink’s determination letter. If you designate us as your nominee, we can apply on your behalf. Our aim is to potentially eliminate the need for you to visit Centrelink offices.

 

Streamlined Process for Age Pension Assistance.

Once you engage us, we will initiate the necessary steps. We’ll inform you of the documents we require. Once you appoint us as your nominee, we will handle dealings with Centrelink on your behalf. Our services will be priced until you receive the determination letter from Centrelink regarding the outcome of your age pension claim. Click Here

Simplified Fee Structur

You have the choice to engage with us based on a flat fee, where charges will be fixed regardless of the time spent on your matter. The flat fee for this engagement will be $2200. Contact us 

Flexible Engagement Options

You have the choice to engage with us based on time, where charges will be determined by the time spent on your matter. Our hourly rate for this service is $275. Contact us

Unlocking Age Pension Solutions: Forman Accounting Services' 30 Years of Expertise.

Forman Accounting Services is well-equipped to assist clients with Age Pension matters due to our extensive experience spanning over 30 years. Our seasoned team has accumulated a wealth of knowledge and expertise in navigating the complexities of Age Pension applications and regulations. With our deep understanding of the intricacies involved, we are adept at providing tailored solutions to meet each client’s unique needs and circumstances. Our track record of success and our commitment to delivering high-quality service make us a trusted partner for individuals seeking assistance with their Age Pension affairs. By choosing Forman Accounting Services, clients can benefit from our wealth of experience and industry insights, ensuring a smooth and efficient process as they navigate the Age Pension landscape.

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