SOA GIFTING
July 5, 2020
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
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 Gifting within the allowed limits is a legitimate way to reduce your assessable assets, where the funds used are financial investments it also
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
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
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.
