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The technicalities and practicalities of Age Pension and Aged Care advice for SMSF members

Age Pension & Aged Care

$150.00 +GST

Audience

This event is recommended for advisers and accountants.

Audience

Learning outcomes

  1. Explain the income test and assets test rules for the Age Pension and concession cards 
  2. Understanding the means test assessment of superannuation income streams and accumulation phase accounts in an SMSF 
  3. Thinking strategically about the interaction between the income and assets test for retirement planning 
  4.  Explain the structure of residential aged care in Australia 
  5. Assess and compare aged care costs 
Learning outcomes

Relevancy

This on demand webinar was recorded live on 29/11/2022 and allows you to learn in your own time at your own pace and provides 1 CPD hour.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.5 CPD hours
CPD hours

The Age Pension rules are complex and many SMSF retirees may believe they will never be entitled to an Age Pension or concession card. An expectation of receiving only a minimal amount, not knowing how to apply or if they are eligible, not wanting to ‘be on the Age Pension’, or simply avoiding the potential hassle of the application process, could all be reasons SMSF retirees may have decided not to apply for the Age Pension when they might otherwise be entitled to it.

The Aged Care rules are similarly complex, and professionals are often asked to assist clients in making decisions at a time when they are under stress, making navigating the technicalities particularly challenging.

In this on demand training, guest speaker Andrew Lowe, will equip you with an understanding the technicalities and practicalities of the Age Pension and concession card rules and Aged Care rules to assist you in informing retiree clients about accessing these valuable entitlements and concessions.

Andrew-Lowe

Presented by

Andrew Lowe
Head of Technical Services
Challenger
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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