Updating investment balances with Centrelink: Tips and Timing
May 10, 2025•14 min•Season 1Ep. 162
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Episode description
Craig Day and Kim Guest discuss the process of updating investment balances with Centrelink, including account based pensions, super in accumulation phase, shares, managed funds and bank balances.
Does a client need to update Centrelink or does Centrelink receive the updated values automatically?
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