- Presentations, Technical Resource
- Aged care
National Conference 2023
Aged care advice is all the buzz – with an ageing population, increasing frailty and transformation of aged care services. With any move in homes (or hives), money and finances are major factors.
This session will explore:
- Strategies to pay for accommodation in a rising interest rate environment
- Decisions to liquidate or borrow and evaluating the opportunity costs
- Why low-means clients like rising interest rates, but face the challenges they cause
- Adding client value – preparing clients for the whole of their retirement
- Traps that clients should be aware of
- Opportunities that financial advisers, accountants and lawyers should take.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association