Your personalised Centrelink assistance

Have you or someone you know had difficulty lodging Centrelink forms online, spent hours on the phone trying to get assistance, or worse still, don’t know where to start?

"We can help"

Priority Centrelink Assist can save you time and simplify the process by helping with processing of a range of forms and Centrelink Updates.

"If it's important for you it is important to us"

We are a fee for service business, set up to take the hassle out of a range of Centrelink applications and updates

"Giving you more time and peace of mind that everything is in order"

Your Centrelink Specialist

Andrew Lorimer

Andrew Lorimer had a 35 year career with the Welfare Departments and Agencies.

During this time, his roles focused predominantly on pension payments but included the assets and income tests, the assessment of managed investments, shares and deeming.

Andrew’s roles have further included training staff in the assessment of trusts and companies.

Andrew has extensive experience as Financial Information Service Officer. During the last 10 years, Andrew was a Program Officer in the Income and Assets Team with duties including being responsible for the maintenance of the managed investment and shares databases and providing advice to staff.

Andrew holds the following qualifications:

Diploma of Project Management
Masters of Professional Studies with Honours (change management)
Graduate Diploma of Administrative Leadership
Diploma in Administrative Leadership

Phone (07) 5655 1088

Email

On-line lodgements

For all online lodgements you will need to be registered with Centrelink through your myGov account.

For all of the following lodgements, you will need the following:

Your Centrelink Customer Reference Number (CRN),

Your myGov login details,

The mobile phone you use for two factor identification when logging in.

List of on-line services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

Aged Pension new claim for individuals & couples - $440

Your time required is 60-90 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport, or other documentation).
Provide a full copy of any signed lease or tenancy agreement or fees paid (if applicable).
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s) (if applicable).
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Aged Pension New Claim - Individual/Couple with additional entities (eg Trusts & Companies) - $660

Your time required is 90-120 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport or other documentation).
Provide a full copy of any signed lease or tenancy agreement or fees paid.
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s)
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Disability Support Pension New Claim - not medical component - $440

Your time required is 60 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport or other documentation).
Provide a full copy of any signed lease or tenancy agreement (if applicable).
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s) (if applicable).
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Carers New Claim - not carer questions - $440

Your time required is 60 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport or other documentation) (if applicable).
Provide a full copy of any signed lease or tenancy agreement.
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s) (if applicable).
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Income & Assets Form - $330

Your time required is 45 minutes

Items needed are:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Financial Assets Update (savings & income streams) - $220

Your time required is 30 minutes

Items needed are:

Copies of documents with details of bank, building society or credit union account balances.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form
Copies of any other financial assets that require updating.
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Income Only Update - $110

Non-Financial asset update - $110

Managed Investments - $137.50

Your time required is 20 minutes

Items needed are:

Copies of managed investment certificates or similar documents including APIR code if known.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available).
Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Shares - $137.50

Rate Check - $220

Lodgement of Income/Asset Evidence - $110

Ad Hoc Consult - $110

It's about making life easy for yourself
| "Saving time, and the worry"

List of paper based services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

Aged Pension new claim for individuals & couples - $440

Your time required is 60-90 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport, or other documentation).
Provide a full copy of any signed lease or tenancy agreement or fees paid (if applicable).
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s) (if applicable).
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Aged Pension New Claim - Individual/Couple with additional entities (eg Trusts & Companies) - $660

Your time required is 90-120 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport or other documentation).
Provide a full copy of any signed lease or tenancy agreement or fees paid.
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s)
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Disability Support Pension New Claim - not medical component - $440

Your time required is 60 minutes

Items needed are:

Will need proof of date of birth.
Proof of Australian residence status (for example, citizenship papers, passport or other documentation).
Provide a full copy of any signed lease or tenancy agreement (if applicable).
Copy of a letter or document which gives the reference number and details of each New Zealand payment (if applicable).
Copy of a letter or document which gives details of Department of Veterans’ Affairs payment(s) and reference number(s) (if applicable).
If you and/or your partner are still working you will need to have a copy of the two most recent payslips for each employer

Plus the following information where applicable to you:

Copies of documents with details of bank, building society or credit union account balances.
Copies of the latest statements for superannuation funds and retirement savings accounts or, a financial statement including income tax return and member statement for SMSFs and SAFs.
A Centrelink/DVA schedule or similar schedule or a Details of income stream product (SA330) form.
Copies of the latest statement for each shareholding listed on a stock/securities exchange.
Copies of the latest statement for each shareholding not listed on a stock exchange.
Copies of managed investment certificates or similar documents.
Copies of the latest statement for margin loans for each investment.
Copies of investment documents for each bond or debenture.
Copies of money on loan documents (if available). Copy of the loan agreement or contract if you have a Reverse mortgage.
Copy of document with details of each bond or investment.
Copies of any funeral service contracts you have.
Copies of insurance policy documents and latest statements if they have a savings component.
Copy of the most recent statement/certificate that gives details for each type of payment if you have any other source of income.

Contact us

Gold Coast

Wahlstrom Building
Level 5, 128 Bundall Road, Bundall QLD 4217

info@prioritycentrelinkassist.com.au

07 5655 1088

PO Box 7438, Gold Coast MC QLD 9726

Contact Us (07) 5655 1088

Your personalised Centrelink assistance

Have you or someone you know had difficulty lodging Centrelink forms online, spent hours on the phone trying to get assistance, or worse still, don’t know where to start?

"We can help"

Priority Centrelink Assist can save you time and simplify the process by helping with processing of a range of forms and Centrelink Updates.

"If it's important for you it is important to us"

We are a fee for service business, set up to take the hassle out of a range of Centrelink applications and updates

"Giving you more time and peace of mind that everything is in order"

Your Centrelink Specialist

Andrew Lorimer

Phone (07) 5655 1088

Email

On-line lodgements

For all online lodgements you will need to be registered with Centrelink through your myGov account.

List of on-line services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

It's about making life easy for yourself
| "Saving time, and the worry"

List of paper based services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

Contact us

Gold Coast

Reach out to us

Your personalised Centrelink assistance

Have you or someone you know had difficulty lodging Centrelink forms online, spent hours on the phone trying to get assistance, or worse still, don’t know where to start?

"We can help"

Priority Centrelink Assist can save you time and simplify the process by helping with processing of a range of forms and Centrelink Updates.

"If it's important for you it is important to us"

We are a fee for service business, set up to take the hassle out of a range of Centrelink applications and updates

"Giving you more time and peace of mind that everything is in order"

Your Centrelink Specialist

Andrew Lorimer

Phone (07) 5655 1088

Email

On-line lodgements

For all online lodgements you will need to be registered with Centrelink through your myGov account.

List of on-line services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

It's about making life easy for yourself | "Saving time, and the worry"

List of paper based services

Click on the list of services here to understand what you need to bring and what sort of time is required of you.

Contact us

Gold Coast

Reach out to us

It's about making life easy for yourself
| "Saving time, and the worry"