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Can’t find the information you are after on our Knowledge Centre or want to share some feedback on the Gilkison Community site with us? Get in touch with us.

Aged Care

9
  • Accomodation Costs
  • Aged Accommodation Choices – Granny Flats
  • Aged Accommodation Choices – Retirement Villages
  • Aged Accommodation Choices – Your Own Home
  • Aged Care Assessment Team
  • Aged Care Fees
  • Home Care Packages
  • Low-means Assessment
  • Means Tested for Aged Care Fees

Cash Flow

2
  • Cashflow Management System
  • Lifetime Cashflow Projections

Debt

3
  • Deductible vs Non-Deductible Debt
  • Interest and Repayments
  • Loan to Value Ratio

Estate Planning

9
  • Advance Health Directive
  • Binding Nominations
  • Enduring Power of Attorney
  • Enduring Power of Guardianship
  • Letter of Wishes
  • Special Disability Trusts
  • Superannuation Death Benefit Nominations
  • Testamentary Trusts
  • Wills

Insurance

7
  • Buy/Sell
  • Death Cover
  • Helpful Hint when Cancelling Insurance Cover
  • Income Protection
  • Key Person Insurance Cover
  • Total and Permanent Disability Insurance
  • Trauma

Investments

6
  • Asset Class Investment Approach
  • Cash – Asset Class
  • Fixed Income
  • Pooled Investments
  • Property Asset Class
  • Shares

Social Security

6
  • Age Pension
  • Asset and Income Tests for Pensions
  • Centrelink Rates and Thresholds for Age Pension
  • Disability Support Pension
  • JobKeeper Update
  • Rent Assistance

Superannuation

9
  • Accessing your super
  • Adding to your super
  • Annuities
  • Condition of Release
  • Defined Benefit Pensions
  • Lump Sum Withdrawals from Superannuation
  • Superannuation Earnings Tax
  • Superannuation Explained
  • Tax Treatment when Accessing Superannuation

Tax

5
  • Capital Gains Tax
  • Division 293 Tax
  • Excess Concessional Contributions
  • Income Tax Rates
  • Negative Gearing Considerations

Helpful Information

3
  • 2021 Federal Budget
  • Frequently Asked Questions
  • Helpful Hints
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Quarterly Updates

1
  • Quarterly Updates
  • Home
  • Knowledge Centre
  • Helpful Information
  • Frequently Asked Questions

Frequently Asked Questions

  • How do I check my Macquarie investment, superannuation, pension or cash account balance?
  • How do I download a Macquarie statement?
  • How do I recover my Macquarie ID and/or password?
  • How do I refer a family member, friend or colleague?
  • How do I set up the Macquarie Mobile Banking app?
  • What is ‘lost super’ and how do I track it down?
  • What is my minimum annual pension drawdown?
  • What is ‘protecting my super’?
  • What is SuperStream?
  • What is the process for seeking financial advice from Gilkison?
  • What is the superannuation work test?
  • What is the superannuation work test exemption?
  • What is the timeframe for withdrawing funds from my account?
  • What super details do I provide to my employer?
  • When can I expect my Macquarie statements?
  • When do I need to update Centrelink or DVA?
  • When will I receive my pension payment?

Questions about the Gilkison Community Site:

  • How do I change my password?
  • How do I update my details?
  • What do I do if I have forgotten my password?
What are your Feelings
Updated on 9 May 2022
2021 Federal BudgetHelpful Hints
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COMO WA 6152

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