Mastering aged care essentials

  • Presentations
  • Aged care

National Conference 2024

This session is designed to equip professionals advising on SMSFs with the knowledge and tools to initiate conversations around aged care advice. Sean is an expert in the field and his session will provide you with a broad understanding of subsidised aged care and the financial considerations for clients. The aim is to build the delegates’ confidence to initiate conversations on the subject and to provide them with the knowledge needed to offer effective aged care advice.
 

Following this session you will be able to:

  • Identify the importance of early aged care advice and gain confidence to introduce aged care into client conversations.
  • Understand the structure of subsidised aged care in Australia and address the financial considerations and concerns for aged care clients.
  • Build an awareness of the issues in the aged care process and recognise where advice can improve aged care outcomes for clients.
  • Learn how to apply ethical principles to ensure clients make informed decisions and receive quality aged care.

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