Understanding the special rules that can apply to the home for pension and aged care.
For most people looking at funding aged care the biggest decision they face is whether to keep (and possibly rent) or sell the former home.
Special rules apply to the former for both pension and aged care purposes, understanding these rules and the financial implications is crucial in providing valuable aged care advice.
This webinar will include a number of worked examples to demonstrate how and when different rules apply including the exemptions that apply to residents who entered care pre 2016, in 2016 and post 1 January 2017 (currently).
Webinar Learning Outcomes:
Understand the asset treatment of the former home and income assessment of rent for pension and aged care.
Industry Professionals, Financial Planners, Para Planners, Accountants and Lawyers.
Jemma Briscoe Head of Research and Technical Advice: Responsible for developing and delivering the content for a variety of accredited retirement communities and residential aged care workshops to Financial Planners, Lawyers and Accountants. Jemma also conducts ongoing research into this industry and provides technical support and assistance to the national network of Aged Care Guru Advisers.
Jemma is a lecturer and tutor at the University of Technology, Sydney (UTS) Jemma delivers subjects such as Equity Valuation and Corporate Finance. Jemma has provided consulting advice in course and content development to several Universities and has a background in equities research, consulting and Chartered accounting. Jemma holds a Masters of Applied Finance, B. Business and is a CPA.
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
28 August 2019