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
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
There are lots of different terms used by retirement communities, from the traditional “Retirement Village” or “Over 55’s Community” to the more contemporary “Gated Community”,
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
Cost of Aged Care – Extra Services/Additional Services The formula of fees that apply to all residents moving in to Extra Services is: Accommodation Payment
Home care Many people who need care are not aware that a variety of services are available for those who prefer to stay at home.
