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Aged Care Advice Workshop - Melbourne

Austock Life

Monday, 21 March 2016 from 12:15 PM to 2:00 PM (AEDT)

Aged Care Advice Workshop - Melbourne

Ticket Information

Type Remaining End Quantity
Rachel Lane Aged Care Advice Workshop 9 Tickets Ended Free  

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Event Details

Aged Care Advice can benefit your clients emotionally and financially. This technical workshop will benefit Advisers currently providing aged care advice and those aspiring to do so.

Facilitated by Rachel Lane, the workshop will cover: 
  • Aged Care 101: Accommodation Payments and Means Testing
  • Impact of the changes that occurred on 1 January 2016
  • Financial planning considerations post the changes
  • Proposed changes to the treatment of the home from 1 January 2017
  • Changes to the assets test for pension entitlements from 1 January 2017
  • Financial planning strategies you can use to safeguard your clients pension


  About Rachel Lane 
Rachel is the Principal of Aged Care Gurus and co-author of the book “Aged Care, Who Cares?” with Noel Whittaker. Rachel oversees a national network of financial advisers dedicated to providing quality advice to older Australians and their families. Rachel has been working in financial services for 18 years and specialising in aged care for over a decade. She holds a Masters in Financial Planning which included a research report on aged care in Australia titled “Aged Care; The struggle to provide Quality, Equity, Efficiency, Sustainability and Choice”.
Have questions about Aged Care Advice Workshop - Melbourne? Contact Austock Life

When & Where


Laneway Auditorium
452 Flinders Street
Melbourne, VIC 3000
Australia

Monday, 21 March 2016 from 12:15 PM to 2:00 PM (AEDT)


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Organiser

Austock Life

Austock Life is one of the leading specialist issuer of insurance bonds. Its core Imputation Bond product offers investors an expansive investment menu and strategy-based avenues for incorporating "tax-paid" lump sums into financial plans to meet life-event objectives. These include education funding, home ownership and estate planning as an accessible alternative to superannuation.

Austock Life operates as a registered life insurance company under the Life Insurance Act 1995 and also holds an Australian Financial Services Licence under the Corporations Act. As an emerging financial products provider, the company's business strategy is to use its life office structure to design, manufacture and distribute creative "tax-paid" investment products.

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Aged Care Advice Workshop - Melbourne
Melbourne Events Seminar Business

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