Retiring overseas
Retirement planning information if you’re thinking of retiring in a country other than Australia.
Home Equity Access Scheme single application form (SA496)
Use this form if you’re single and are applying for loan payments under the Home Equity Access Scheme.
FIS retirement information online
We have information online to help you understand retirement.
Types of income we apply the Work Bonus to
We apply the Work Bonus to employment and self-employment income. You need to tell us how much you earn so we can apply the Work Bonus and income test.
FIS aged care information online
We have information online to help you understand aged care requirements.
Book an appointment about Age Pension
You can book a phone or face to face appointment using your Centrelink online account through myGov to speak to us about Age Pension.
Ways to access your super when thinking about retirement
If you have superannuation, it can help you financially during your retirement years.
Home Equity Access Scheme advance payment examples
Examples of Home Equity Access Scheme (HEAS) advance payment calculations.
Work Bonus if you work
If you work, we’ll apply your Work Bonus balance to offset your Work Bonus eligible income. We’ll do this before we apply the income test.
Supporting documents for the Home Equity Access Scheme
When applying for the Home Equity Access Scheme loan, you’ll need to give us some supporting documents. If you don’t, we can’t assess your application.