This document is part of the Aged Care Gurus Advice Library. You can find templates for SOA Wording, DVA Forms, Aged Care Forms, and Centrelink Forms.
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Superannuation, when held in accumulation phase by a client under age pension age, is an exempt asset for pension and aged care means testing. Account-based pensions are assessable assets that are subject to deeming except where they qualify for grandfathering.
Aged Care Providers are required to refund the balance of a resident’s Refundable Accommodation Deposit/Contribution or Accommodation Bond within legislated timeframes.
