Updating investment balances with Centrelink: Tips and Timing

Craig Day and Kim Guest discuss the process of updating investment balances with Centrelink, including account based pensions, super in accumulation phase, shares, managed funds and bank balances.Does a client need to update Centrelink or does Centrelink receive the updated values automatically? Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published May 10, 2025

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Updating investment balances with Centrelink: Tips and Timing

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