Aged care – what you should know

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More people are living longer than ever before – and by 2060, a quarter of all Australians will be aged over 65. Our Aged Care system needs to keep changing... Read more continue reading

An EPOA should always be considered in the wider context of an estate plan

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An Enduring Power of Attorney (EPOA) is a document where a principal (a person or company) appoints an individual or individuals (called the attorney) to act for the principal in... Read more continue reading

Rethinking the adequacy of retirement planning

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When taking into account the costs of aged care, the current retirement planning approach taken by many advisers may fall short of predicting the real retirement income needs and leave... Read more continue reading

A Super chance to talk aged care

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Over the coming months financial advisers will meet with most of their clients to explain the changes to superannuation that take effect from 1 July 2017, to discuss the impact... Read more continue reading

Seniors need to carefully consider their options under the new Assets Test

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Seniors should consider their situation carefully if they find their Age Pension has been adversely impacted by the new Age Pension Assets Test that comes into effect on January 1,... Read more continue reading

What is the pension transfer balance cap and how does it operate?  

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In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch up concessional contributions and the removal... Read more continue reading

Age Pension – Asset thresholds and taper rates that apply to the Age Pension asset test will change on the 1st January 2017

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The asset thresholds and taper rates that apply to the Age Pension asset test will change on the 1st January 2017 and will affect all pensioners who are asset tested... Read more continue reading

Aged Care Steps reaches the milestone of training 1,000 professionals

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Increasingly, advice professionals are building their knowledge and skills to deliver effective aged care solutions for clients. Louise Biti, Director at Aged Care Steps said “We are proud to celebrate... Read more continue reading

The aged care client value proposition is key to business success

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Organising a move into residential aged care is a stressful and emotional time for an older person and their family. Building an advice service model that enables clients to outsource... Read more continue reading

Living Wills and their role in Estate Planning

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There can be few situations as distressing as the need to make hard decisions about the end of life of a loved one. When life – of any reasonable quality – can... Read more continue reading