iChart Financial Solutions
  Edition No. 15 | 02 September 2014  

Spring eNewsletter

With warmth returning to the air and flowers blooming we welcome Spring and our latest eNewsletter from CWFS.  In this edition, we include information on upcoming Centrelink changes to the assessment of income for Account Based Pensions and a report from Alzheimer’s Australia on financial abuse and dementia.  Finally, we are very pleased to welcome back Michelle from parental leave.

We hope you enjoy this edition of our eNewsletter and welcome any feedback or questions you may have relating to your individual circumstances.

Kind regards,

The CWFS Team

Centrelink Changes to Account Based Pensions from 1st January 2015

Do you have an Account Based (also known as an ‘Allocated’) Pension? Are you planning to retire in 2014 or soon after? If you have answered ‘yes’ to either of these questions and are also receiving a full or part Centrelink Age Pension, then the income you receive from these types of pensions may be affected from January 2015... Read more »

Dementia and financial concerns

Financial abuse is a concern for people with dementia and their carers. Over the years Alzheimer's Australia NSW (AlzNSW) has heard of numerous cases of financial abuse of people with dementia. Read more »

The CWFS team

We welcome back Michelle who has recently returned from parental leave.

It’s been a busy year for Michelle as she also married Andrew McIntyre last month.  We wish them and their family a lifetime of happiness.

We are glad to have Michelle’s knowledge and experience back in the office.  She will be working Wednesday, Thursday and Friday each week.

In this edition
Centrelink Changes to Account Based Pensions from 1st January 2015
Dementia and financial concerns
The CWFS team
 
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