Legal Checklist for Planners - QLD.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
Current as of March 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
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
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
