Aged Care Forms Decision Tree
September 21, 2020
Calculating Aged Care cost - which forms do I need? Completing a means assessment isn’t mandatory. But if you don’t, you may be asked to
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.
Members also have access to the Marketing Library, Technical Library and Further Education.
Calculating Aged Care cost - which forms do I need? Completing a means assessment isn’t mandatory. But if you don’t, you may be asked to
Gifting is a term used when a person, or their partner, gives away or transfers assets or income and in return receives nothing or less than the market value in money, goods or services.
For most people looking at funding aged care the biggest decision they face is whether to keep (and possibly rent) or sell the former home
Pre-paying a funeral enables a client to choose and pay in advance for their eventual funeral. They can pay for the funeral in full or pay it off in regular instalments over a period of time. The cost is fixed in today's dollars, even if the funeral is not for many years. Funeral bonds are an investment product that can only be withdrawn after death to pay for a funeral, they may not cover the cost of a funeral.
