SOA Wording_Funeral Bond or Prepay Funeral Expense 1 July 2020.docx
July 5, 2020
Funeral bonds Funeral bonds are investments of up to $13,000 per person (as at 1 July 2017) that are exempt from Centrelink’s asset and income
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.
Funeral bonds Funeral bonds are investments of up to $13,000 per person (as at 1 July 2017) that are exempt from Centrelink’s asset and income
Strategy Overview For a couple the timing of an aged care asset and income assessment can affect the calculation of assessable assets and income. The
Strategy Overview Gifting within the allowed limits is a legitimate way to reduce your assessable assets, where the funds used are financial investments it also
Cost of Aged Care – Extra Services/Additional Services The formula of fees that apply to all residents moving in to Extra Services is: Accommodation Payment
Please complete all information for the relevant accommodation being sought and attach this form to your client financial information
