Asset Reduction Strategies for Pension and Aged Care
Overview
Reducing the impact of Pension and Aged Care asset testing
In this session we will discuss the key considerations associated with pension entitlement and aged care means testing and identify ways individuals can reduce these costs by reducing their assessable assets.
The topics covered include:
• pension means testing arrangements
• the cost of care for an individual
• means tested care fees
• assets and income test – what is included and excluded
• strategies for reducing assessable assets for pension
• strategies for reducing assessable asset for aged care
We will look at the key costs associated with care and what strategies are in place to enhance the pension, minimise care costs and provide choice for the individual. We will also discuss future consequences and estate planning.
Learning Outcomes:
Attendees will gain an understanding of:
• the means testing arrangements for pension entitlement and the cost of aged care
• how to identify and implement a range of asset reduction strategies to improve pension and aged care outcomes
Suited to:
Industry professionals, financial planners, para-planners, accountants, lawyers.
This On Demand includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter’s PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
Course syllabus
3 lessons
- Video – Asset Reduction Strategies for Pension and Aged CareVideo
- FeedbackSurvey
- Knowledge TestTest
Your presenter
Jemma Briscoe,Aged Care Gurus
Head of Research and Technical Advice, Aged Care Gurus
Jemma is 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.