Information for advice professionals only.
After a period of record low interest rates, the cash rate has now reached its highest point since 1 July 2014, when the current Living Longer, Living Better aged care reforms commenced. This session will help with understanding the financial aspects of aged care including:
- A brief overview of the assessment process for securing a residential aged care place
- Review the various fees aged care residents pay and how these can be funded
- Advice strategies and considerations that can reduce aged care fees
- Further considerations within the context of a higher interest rate environment.
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SMSF Investment Strategy
I've got my mind debt on you!
SMSF Residency Rules
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.