You can run a report on your client’s income stream under the reporting section of Adviser Online.

To access this report:

  1. Log in to Adviser Online
  2. Search for a pension account using either the account name or number in the global account search bar
  3. Select the Centrelink tab
  4. Select the Print button to print or save the report as a PDF.

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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