SOA COUPLE ENTERING CARE
July 5, 2020
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
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.
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
The Challenger CarePlus annuity provides guaranteed regular payments in exchange for an initial capital investment. The annuity creates a regular cash flow for life, regardless
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 You may choose to prepay your funeral expenses and receive an exemption for the full amount paid. For more expensive funerals, the prepaid
There are lots of different terms used by retirement communities, from the traditional “Retirement Village” or “Over 55’s Community” to the more contemporary “Gated Community”,
