SOA FUNERAL EXPENSES
July 5, 2020
Strategy Overview You may choose to prepay your funeral expenses and receive an exemption for the full amount paid. For more expensive funerals, the prepaid
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 You may choose to prepay your funeral expenses and receive an exemption for the full amount paid. For more expensive funerals, the prepaid
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
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.
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
Please complete all information for the relevant accommodation being sought and attach this form to your client financial information
