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Helping people feel in control of their money.
  • Home
  • Who We Are
  • Our Services
    • All services
    • Retirement Planning
    • Superannuation Advice
    • Age Pension Guidance
    • Aged Care Planning
    • Investment Advice
    • SMSF Strategy
    • Personal Insurance
    • Our Fees
  • Insights
  • Calculators
  • FAQ
  • Contact Us
  • Book a meeting

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Monthly Archive for: "September, 2026"
Home » Archives for September 2026
 Defined benefit income cap and tax after 60, explained

Defined benefit income cap and tax after 60, explained

14/09/2026

How the defined benefit income cap, the 10% tax offset and the transfer balance cap apply to defined benefit pensions after 60, with 2026-27 figures.

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 Does a defined benefit pension count for the Age Pension?

Does a defined benefit pension count for the Age Pension?

14/09/2026

How Centrelink counts a defined benefit pension, a QSuper defined benefit lump sum and a Lifetime Pension under the Age Pension income and assets tests.

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Great Advice Financial Advisers

Financial advice for pre-retirees and retirees across south east Queensland.

5.0 Google rating

07 3290 0393
Shop 1/50 Chatswood Rd
Springwood QLD 4127
Brisbane south-side, Logan and the Gold Coast
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Aetos Wealth Advisors Pty Ltd ACN 160 287 301 trading as Great Advice is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Ltd Australian Financial Services Licensee and Australian Credit Licensee # 232706.

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