Understanding the Downsizing Decisions your older clients need to make (2024)
Overview
Deliver quality advice to your clients who are seeking to downsize. Unpacking the why, what and when.
Many of your clients will consider downsizing or rightsizing in the coming years. The variety of options and choices available to them can be overwhelming.
Upskill in this growing market and arm yourself with the knowledge about what options are available to your client.
This session will provide an overview of the array of downsizing options and identify the tips and traps for each of them.
It will outline the benefits and risks of downsizing and will allow you to assist your client make an informed decision.
Learning Outcomes:
Understand the options available for your client who is looking to downsize. In particular understand the following financial impacts of:
- Selling the home, role of superannuation and the downsizing incentive.
- Impacts to Centrelink and the role of financial planning.
- Right sizing impacts of moving into, living in and leaving a retirement community, granny flat, collaborative housing, strata apartment/villa
- Understand the cost of Aged Care if needed.
- Develop a checklists for your clients and deliver ongoing quality advice.
Suited to:
Industry professionals, Financial planners, Para planners, Accountants, and Lawyers.
This On Demand Includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
Course syllabus
3 lessons
- Video – Understanding the Downsizing Decisions your older clients need to makeVideo
- Feedback Survey 2024Survey
- Knowledge QuizTest
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.