National Conference 2021
Your client is still young and enjoying life. Their retirement plans stop at the bucket list. So surely there is no need to start a discussion on aged care yet? This session will look at a client’s progression through retirement including:
- Why clients are never to young to start the aged care conversation and planning process;
- Identifying the life transition points;
- Tips for how to include aged care into client review meetings, and;
- How to satisfy FASEA Code of Ethics Standard 6.
At the end of the session, you will be able to:
- Identify the importance of aged care planning from the early phase of retirement;
- Understand the retirement phases and how aged care planning can add client value;
- Gain confidence to introduce aged care into client conversations;
- Develop a checklist of aged care planning issues and when to introduce into client conversations, and;
- Learn how to apply ethical principles to build practical client outcomes aimed at quality of lifestyle and care.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association