Subject to satisfying eligibility requirements, self-funded retirees may qualify for Centrelink benefits such as the Age Pension or the Commonwealth Seniors Health Card (CSHC). This fact sheet will run through the key issues that determine eligibility for the Age Pension. We will look specifically at how SMSFs are taken into account for the relevant tests to ensure SMSF members are aware of the opportunities available to them. The key rates and thresholds that apply to the Age Pension are correct at the time of writing.
To read this fact sheet in its entirety download the PDF version here.