Age pension & other centrelink benefits
Applying for Age Pension or dealing with Centrelink in general can be challenging sometimes. Here at Sunrise Financial Planning, our experienced advisers can help you make your application process easy for you.
We have extensive experience giving advice about Centrelink/Social Security, we can provide advice and strategies to maximise your Age Pension that you are entitled to, while making sure that will not have a negative impact to other financial needs.
Depending on your preferred level of engagement, we can act on your behalf when dealing with Centrelink to remove the anxiety of the long going application process giving you peace of mind.
Alternative, if you wish to be in charge of the application process, that is fine with us too. We can simply give you the ongoing supports and guidance to ensure that your application is on track, and you can receive your benefits as soon as possible.
Apart from Age Pension, we also assist clients with Disability Support Pension, Commonwealth Seniors Health Card, Low Income Health Care Cards etc.
We have extensive experience giving advice about Centrelink/Social Security, we can provide advice and strategies to maximise your Age Pension that you are entitled to, while making sure that will not have a negative impact to other financial needs.
Depending on your preferred level of engagement, we can act on your behalf when dealing with Centrelink to remove the anxiety of the long going application process giving you peace of mind.
Alternative, if you wish to be in charge of the application process, that is fine with us too. We can simply give you the ongoing supports and guidance to ensure that your application is on track, and you can receive your benefits as soon as possible.
Apart from Age Pension, we also assist clients with Disability Support Pension, Commonwealth Seniors Health Card, Low Income Health Care Cards etc.
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trust entity advice
trust entity advice
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Trusts provide a powerful tool for achieving various financial and estate planning goals, offering benefits for asset protection, tax efficiency, and control.
Whether you want to invest in tax effective manner, diversify your investment portfolio or protect your assets from creditor/lawsuits and other financial risks, our experienced advisors can advise you to set up the right Trust entity structure that is suitable to your goals.
Managing Trust investments can be complex and time-consuming. We are specialised in Trust entity advice. Our experienced advisors can work closely with you from to manage and review Trust entity strategies to ensure they remain align with your changing situations.
- Asset protection: Trusts can protect assets from creditors, lawsuits, and other financial risks.
- Estate planning: Trusts can help transfer wealth to beneficiaries in a tax-efficient and controlled manner.
- Privacy: Trusts can provide privacy for the beneficiaries and assets.
- Tax benefits: Trusts can minimize taxes and maximize wealth transfer.
- Flexibility: Trusts can be customized to achieve specific goals and circumstances.
- Control: Trusts can ensure that assets are managed and distributed according to your wishes.
- Protection for beneficiaries: Trusts can protect beneficiaries from mismanaging assets or falling victim to scams.
- Charitable giving: Trusts can facilitate charitable donations and legacy planning.
- Business succession: Trusts can ensure the smooth transfer of business ownership and management.
- Legacy planning: Trusts can help create a lasting legacy and impact.