Your clients’ Centrelink Schedules for TTR and Pension accounts can now be generated as a report on-demand as of a selected date from the Reports and documents page. Once generated, the Centrelink Schedules will also be available to download from the member’s Document Library.
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Have any questions for us?
If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at wealth@masonstevens.com.au