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.
Our range of workshops and webinars are designed to enable advisers to
start their journey, upskill in new areas and undertake continuing
professional development across the spectrum of Aged Care Advice.