- Presentations, Technical Resource
- Aged care
National Conference 2024
This session will take a practical look at how to successfully provide aged care advice, in an interactive workshop setting. Looking beyond just the rules and available strategies, this session is split into two parts to examine and discuss the “how and what” of aged care advice. The session aims to provide solutions to common barriers faced by advisers.
Starting with a real-life case study, the first section will help attendees to identify the problems to solve for the clients and how to build appropriate solutions. Importantly, Louise & Danni will share practical tips for how to analyse and interpret the results, as well as how to effectively explain the outcomes and options to clients. In the second section, Danni (with 14 years experience as a specialist aged care financial planner) will use the client case study to take attendees through how to run and conduct the initial client meeting, overcoming client objections and conveying the value of aged care advice to build a profitable and effective aged care advice component into your business.
This session covers the technical, the analytical and the practical aspects of aged care advice.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association