The value of additional aged care advice | Accurium

The value of additional aged care advice

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There is a common misconception that aged care advice is only needed when a client first enters residential aged care and there is no benefit from additional advice after the point of entry. However, after a client enters residential aged care, a change in their circumstances can have a significant financial impact and additional advice may be needed to remedy any negative outcomes. Combined with the regular reform of the aged care system, advice can play an important role before and after a client’s point of entry. In this article, we explore three examples highlighting how a change in a client’s circumstances can provide an opportunity for additional aged care advice.


Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.