Gilham

UPCOMING SEMINAR

Monday 17th June 2013 at 12 noon
Navigating The Centrelink Age Pension System
Are There Benefits You Could Be Entitled To?

At our upcoming seminar, we will be discussing the Centrelink system and the strategies to maximise the opportunities to access a full or part Age Pension. This seminar is suitable for anyone looking to obtain the Age Pension for themselves or a family member or perhaps just wondering about eligibility. This seminar may also interest those that are currently receiving the Age Pension to better understand the system or to ensure you are getting your correct entitlements.

You are welcome to invite any family members, friends or colleagues that you feel would benefit.

We have assisted many clients that did not think they were eligible for the Age Pension. We provided them with strategies and also assisted with the completion of the Centrelink paperwork. We have some pleasingly surprised clients that are now receiving valuable benefits they otherwise would not have been entitled to.

Centrelink planning is a complex and important part of the financial planning process, and not understanding the system can lead to sub-optimal results. Scenarios we have previously dealt with include:

How a couple can have over $1 million in assets (in addition to their principal residence) and still receive some Age Pension
How a couple can be receiving $50,000 per year of tax free income, and still be receiving some Age Pension
If you are not entitled to the Age Pension, you may be entitled to the Commonwealth Seniors Healthcare Card, which provides valuable benefits.

This will be a very informative presentation and Tony Gilham and Paul Nicol will cover the following:
An overview of the Centrelink system and the Age Pension
Strategies to maximise your Age Pension entitlements
The interaction of social security with aged care and taxation legislation
Some of the proposed changes recently announced by the government
Case studies

If you would like to attend the seminar or would like some further information, click here

Client Login

Click Here
Login and see your portfolio.

Investment Market Outlook 2012: Good Investment Themes In A Difficult Global Environment

Tony Gilham & Paul Nicol interview Hamish Douglas - CEO and Portfolio Manager of Magellan Financial Group

Upcoming Events

Upcoming Seminar
Monday 17th June 2013 at 12 noon
Navigating The Centrelink Age Pension System
Click here for details...

Photo Gallery

News

You are here : Home

Events

Trade Secrets Seminar

What our clients say

We like the ‘feel’ of GFM. The staff are friendly, and importantly, the key players have been there for a long time.

Warwick and Susan

Personalised service – you are treated as a person – not a number. Service quality is high and advice is tailored to the individual.

Clive

Gilhams is an independent company that is truly responsive to our needs. A very friendly team, and nothing is too much trouble. I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more.

Rob and Kaye

Two standout qualities of GFM are that they work well as a team and we have learned that we can trust them completely.

Bill and Ann

Simplicity – I often think that “self managed” can be a bit misleading because the fact is that, because of the GFM service, we don’t have to do much to achieve the continuing excellent results that we enjoy.

Terry and Judy

Frequent portfolio reviews – the ability to contact our adviser or support staff for review or advice. Our fund has steadily grown since inception.

Alan and Lyn

There is a good feeling of knowing it is your own fund, not just part of a huge investment company.

Peter and Kath

Our Staff

Latest News

Upcoming Seminar - Monday 17th June 2013 at 12 noon
Navigating the Centrelink Age Pension System
Click here for details...

2012 Super & Tax Update and

May Federal Budget Overview

Click here to read