AGED CARE

Tools & guides

Sean Howard looks at strategies advisers can use to maximise Age Pension entitlements, minimise income-tested care fees, and provide income to a person that needs home ca...

image
Features

It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...

image
Financial planning

Education and training standards around aged care advice should be self-regulated by the industry instead of imposing a legal legislative instrument, according to Aged Ca...

image
Financial planning

Aged care advice is too broad with multiple moving parts to have its own specific, narrow licensing condition, according to the Financial Planning Association....

image
Features

The Government has moved further to facilitate the development of post-retirement products but, as Hope William-Smith reports, the provision of good advice will remain th...

image
Features

Understanding the correlation between technological developments and the challenges of caring for elderly clients will help advisers give holistic advice, Richard Dunkerl...

image
Policy & Regulation

Advisers are moving towards strategic advice as opposed to investment type services and they are particularly interested in the aged care side, according to Aged Care Ste...

image
Financial planning

Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...

image
Financial planning

The percentage of aged care advice specialists will grow to five to 10 per cent but this will be a gradual growth over a long period of time, according to Aged Care Steps...

image
Tools & guides

Effective financial and estate plans will allow investors to enjoy their retirement years without innate fears about cognitive decline, Mick O’Brien writes....

image
Life/Risk

CFS has added Challenger’s aged care solution to its FirstChoice platform to meet the growing demand to help clients deal with the complexity and cost of going into aged ...

image
Editorial

There is a growing body of evidence to suggest that the aged care industry needs the same sort of regulatory oversight as financial planning, including a best interests d...

image
Knowledge Centre

Increasing life expectancy and the growing number of retirees have created opportunities in the companies that provide services to our aging population. These include nu...

image
Tools & guides

Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....

image
Financial planning

The FSC has welcomed the Federal Government’s announcement of an inquiry into elderly abuse, particularly as they are most vulnerable to financial abuse....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 hour 35 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

3 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 3 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago