Legal Checklist for Planners - NSW.pdf
July 5, 2020
When advising clients who are moving into aged care or who may look to do so in the future, there are various important legal issues
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.
When advising clients who are moving into aged care or who may look to do so in the future, there are various important legal issues
Centrelink Assets Test Change The Age Pension assets test is a means-based test which helps Centrelink determine your eligibility for the age pension and other
Centrelink Assets Test Change The Age Pension assets test is a means-based test which helps Centrelink determine your eligibility for the age pension and other
When advising clients who are moving into aged care or who may look to do so in the future, there are various important legal issues
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
