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
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
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 There is a two year general exemption that applies to your former home after entering aged care whereby the home is exempt from
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
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
