Tech Essentials – SMSF’s and Aged Care

Listen in as Louise Biti, Director, Aged Care Steps examines facts and strategies that relate to getting your clients prepared in their retirement planning.

"Being prepared for “aged care” at all ages to provide choices and dignity and minimise the stress"

Through the webinar Louise provides you with case studies to consider where decisions have been made, strategies to consider for your clients and information about what your clients need to consider in regard to:

• Ignoring the cost of aged care and its consequences
• When planning for aged care, how much is enough?
• EPoA issues
• Using the superannuation effectively
• Considerations for aged care and your clients

This series of webinars is delivered by invited specialist members drawing on their experience and practice. Each webinar will examine in-depth, central themes and concepts that all advisers must be intimately familiar with in order to properly implement retirement strategies for their clients using their SMSF.

Details

Knowledge Area:
Contributions, Practice Management, Taxation
CPD Points:
2

Speakers:

Louise Biti SSA

Louise Biti MTax, BEc, BA(AS), Dip FP, CFP, SSA, CTA

Louise is a co-founder and Director of Aged Care Steps, which is the leading business supporting professionals to give advice on aged care and other related matters.

Louise is one of pre-eminent experts in aged care, with over 18 years’ experience in aged care advice. Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards.

Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist Adviser®, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax agent.