Legal Checklist for Planners - NSW.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 Centrelink/DVA are responsible for determining your capacity to contribute towards the cost of your care through the Means Tested Care Fee. This assessment
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
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 Centrelink/DVA are responsible for determining your capacity to contribute towards the cost of your care through the Means Tested Care Fee. This assessment
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
