Centrelink Services

We understand that dealing with Centrelink can be difficult and as such offer a variety of services to assist you with this process.

Service Package One- Centrelink Age Pension & Retirement Benefits Information and Analysis- Initial Meeting

Suitable for those approaching and already Age Pension age, wanting further information and a greater understanding of eligibility, entitlements, assessment and application requirements for the Centrelink Age Pension and Concession Cards.

What you get:

• Face to face consultation
• An explanation of the Centrelink assistance available in your senior years; the Age Pension and Health Care Cards. We will explain the eligibility requirements, Income and Asset tests, application process and your ongoing obligations if in receipt of these benefits.
• An analysis of your current income and assets.
• An analysis of Centrelink entitlements you may be eligible to receive.

Priced from*: $275 for Singles, $330 for couples.

Service Package 2: Outsource your Claim for the Centrelink Age Pension & Concession Cards

Assistance Service Suitable for: Those making a Claim for Centrelink Age Pension, Low Income Health Care Card or Commonwealth Seniors Concession Card. After your initial, planned visit, we will deal with Centrelink on your behalf!

What you get:

• All the services listed in Service Package 1, plus;
• Completion and lodgement of Centrelink Claim forms (including assistance with the establishment of online My Gov & Centrelink Online accounts where you elect to lodge your claim online)
• Establishment of Nominee status for Robertson & Associates so that we can deal with Centrelink on your behalf
• The follow up of your claim, including the coordination of any outstanding information Centrelink request
• Once your Claim is granted, Robertson & Associates will ensure your personal details have been recorded by Centrelink correctly and consequently that the payment rate you are receiving is correct
• We will confirm your Claim has been successful and keep you informed throughout the process, so you are always clear on where your claim is at
• Not everyone is confident using computers and many more are not comfortable providing their personal details and information online. Although it is considered more efficient, it is not compulsory to lodge your Claim online via My Gov & Centrelink Online; where you choose not to do so, benefits can be applied for using paper-based applications.

Priced from*: $450 for Singles, $550 for couples for Age Pension Claims

Service Package 3: Outsource the Ongoing Management of your Centrelink Age Pension & Concession Cards

Assistance Service Suitable for: Age Pensioners and Health Care Card recipients who never want to speak with Centrelink again! This service provides peace of mind that your records and benefits are being regularly reviewed and managed accordingly. Especially great for those Age Pensioners that travel for extended periods of time throughout the year.

What you get:

• Establish Nominee status for Robertson & Associates so that we can deal with Centrelink on your behalf.
• Update balances as required to ensure you are receiving the correct rate of payment.
• Ensures payments and rates are correct on an ongoing basis
• Respond to Requests for Information from Centrelink on your behalf
• Management of your entitlements whilst you are on holidays
• We will follow up with Centrelink to ensure any updated information is processed and recorded correctly, and that your rate of payment remains correct.
• Keep you informed of any new changes in legislation and how it impacts your entitlements
• Most importantly, you will not have to speak with Centrelink again! Any time you have a query related to Centrelink or your benefits, we will be your consistent point of contact.

Priced from*: $450 for Singles, $550 for couples for Age Pension Recipients.

Please note: When a change to your circumstances occurs, you have a maximum of 14 days to update Centrelink of your new situation. Failure to do so may result in reduced Centrelink payments and / or an overpayment debt being raised. As such, we encourage you to act as soon as possible when experiencing a major change.

Priced from*: $275 for Singles, $330 for couples.

* Prices quoted will be higher if you are involved with a Private Trust, Company or Business structure, have multiple Real Estate assets or are required to report your Income and Assets more frequently. If you are subject to one of these categories, please mention this at your time of Initial Contact with us so that we can provide you with an accurate quote before you proceed with our services.