Navigating the New Aged Care Means Assessment Forms


The PowerPoint and Q&A Document can be downloaded here.

Please also refer to our Aged Care Master Classes and Aged Care Webinars.

A “How To” for consumers, industry professionals and advisers.

Every year more than 180,000 aged care means assessments are completed, unfortunately around 37,000 unnecessarily. In addition, customers told the Department of Human Services the aged care means assessment forms are confusing and take a long time to complete. 

Understanding that these forms are problematic for consumers and the government alike, the Minister for Human Services and Digital Transformation, the Hon Michael Keenan MP, established a taskforce to simplify the aged care means assessment forms and processes. 

These forms are now much shorter and simpler, and there's a new digital form for people with straightforward financial affairs that can be completed online. 

Whether you are navigating aged care means testing for yourself, a loved one or as a professional on behalf of a client, join us for this free webinar to learn more about how and when to use the new forms. 

The topics covered include: 
1. Home Care Package Means Assessment Form 
2. Residential Aged Care Means Assessment Form 
3. The new Residential Aged Care property details form for Centrelink/DVA customers 

Webinar Learning Outcomes:
Understand how and when to use the new aged care means assessment forms. 

Suited to:
Industry professionals, financial planners, accountants, lawyers, consumers, nominees, ACATs, third party stakeholders/peak bodies.

Presenters Bios: 
Vanessa Beck is the National Manager of Aged Care Programmes Branch, Department of Human Services. Vanessa has been a Commonwealth Public Servant for 18 years, working across a number of departments including Social Services and Prime Minister and Cabinet. Vanessa joined the Department of Human Services in July 2017 as National Manager – Aged Care Programmes Branch where she is responsible for all aspects of the aged care programme from the Human Services perspective (e.g. provider payments, care recipient correspondence, means testing, system stabilisation and modernisation, and elder abuse). Vanessa and her team have been leading the Aged Care Forms Taskforce since its establishment in July 2018.

Rachel Lane is the Principal of Aged Care Gurus, where she oversees the delivery of quality education together with technical and marketing support to professionals dedicated to providing quality advice to senior Australians. Rachel has been working in financial services for almost 20 years and specialising in retirement living and aged care for more than a decade. Consulted by key industry, government and media professionals for expert comments and advice, she is regular contributor of articles in both industry and consumer media. Rachel holds a Masters in Financial Planning and has co-authored a number of books, including the very popular consumer publication “Aged Care, Who Cares?” and industry text “Retirement Living and Aged Care in Australia”. 

 You will be provided with: 
• PowerPoint presentation slide deck 
• Any Supporting documentation 
• Webinar Recording to view multiple times for up to 6 months 
• An opportunity to ask questions to the presenter


  • Webinar Recording
    • PD hours: 1
    Please click 'Register' and enter a few details. Then you can watch the Webinar Recording multiple times for up to 6 months.
    • Complimentary

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.