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University : Western Sydney University

Course Title : 200899

Uploaded by : Mark polee

Retirement and Succession Planning

Case 1: Retirement and Centrelink

Case Facts: William (Bill) Unwin and his wife Christine have decided to take retirement as now Bill is 68 year old , he worked as electrician and originally from England but settled here for last 50 years and now has Australian Citizenship also, his wife Christine is born Australian and 62 Years old. Financial Information as provided by him is as follow:-

Home – debt free

AT North Rock – Joint Name

$1350000

Credit Card

 

$3400

Home content

IAG insured- Joint Name

$140000

Motor Vehicle<....