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.
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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
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
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
For a couple the timing of an aged care asset and income assessment can affect the calculation of assessable assets and income. The formula used to calculate your ability to contribute
