Legal Checklist for Planners - Victoria.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
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
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
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
