SOA KEEP AND RENT FORMER HOME
July 5, 2020
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
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 There is a two year general exemption that applies to your former home after entering aged care whereby the home is exempt from
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
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
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 There is a two year general exemption that applies to your former home after entering aged care whereby the home is exempt from
