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

Recorded live 29 Nov 2022
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
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