Renovations, holidays: Why good inheritance planning is key

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Renovations, holidays: Why good inheritance planning is key
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What should you keep in mind when planning to spend a sizeable inheritance?

If your assets later diminish, and you reclaim a part-age pension, your allocated pensions would be classified as “post-2015” and subject to deeming.

And, yes, renovations that keep your house in good nick, and a long holiday, are both wise and reduce the assets test count. Services Australia points out that as long as you are not in the business of share trading – and I would be surprised if you are – you only need to notify Centrelink if there is a change in the value of financial assets listed on its records of $2000 or more.

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

brisbanetimes /  🏆 13. in AU

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