SOA GIFTING
July 5, 2020
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
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 Gifting within the allowed limits is a legitimate way to reduce your assessable assets, where the funds used are financial investments it also
Home care Many people who need care are not aware that a variety of services are available for those who prefer to stay at home.
Strategy Overview Centrelink/DVA are responsible for determining your capacity to contribute towards the cost of your care through the Means Tested Care Fee. This assessment
Please complete all information for the relevant accommodation being sought and attach this form to your client financial information
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”,
