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  1. Financial Information Service
  2. What it is

Financial Information Service Officers

Our Financial Information Service Officers can help you plan for your future financial needs.

  1. Asset types
  2. Private trusts and companies

Trust reviews

How we check that you correctly report the income you receive from a trust.

  1. How to report and manage your payment
  2. Prepare to transfer to Age Pension

Transfer to Age Pension

If you’re Age Pension age and get an eligible payment, you can apply to transfer to Age Pension.

Gifting

If you give away your income or assets, they may still count towards your income and assets tests. This also applies if you sell them for less than they’re worth.

Employment income reporting if you have other types of income

If you have other types of income you need to tell us. This is so we can pay you the right amount. You also need to tell us if this changes.

Proving your identity in person for a Centrelink payment

How to prove who you are in person at a service centre.

Mutual obligation requirements

Mutual obligation requirements are tasks and activities you agree to do while you get some payments from us. Penalties may apply if you don’t meet them.

  1. Natural disaster
  2. Most useful information

Crisis and other help

We can help if you’re in severe financial hardship, recovering from a disaster, or need special assistance.

How to prove your identity with Centrelink

You need to prove your identity before you claim a payment or service.

  1. Top payments
  2. Medicare card

Get a new Medicare card with other people

You can get a new Medicare card with other people when your circumstances change.

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Page last updated: 17 November 2025.
QC 60134