Pension Loans Scheme

Webinar

Information for advice professionals only.

Centrelink’s pension loans scheme (PLS) allows older property owning Australians to receive a tax free payment each fortnight to help supplement their retirement income. For many, the PLS may be more favourable alternative to a reverse mortgage, or reducing their expenditure.

This session

  • Outlines the rules and features of the PLS,
  • Identifies which clients may benefit from the PLS, and
  • How the PLS can interact with a clients other objectives such as estate planning.

This session will be CPD accredited. 

(Episode 36)

CPD ASIC Areas

ASIC Aged Care = 0.50
ASIC Financial Planning = 0.50 

CPD FASEA Areas

FASEA Technical Competence = 1.00 

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.