Do your clients need to complete the aged care means test assessment form | Accurium

Do my clients have to complete the aged care means test assessment form

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A common question posed by advisers is whether clients need to complete the aged care means test assessment form. A related line of questioning then revolves around the benefits and disadvantages of completing or not completing the aged care means test form. One can understand such concerns as the form appears to be lengthy which can be intimidating for someone who is dealing with the social security and aged care system, especially for the first time. Or, it may be the case that a person simply wishes to make a conscious decision to limit exchange of information with a government agency.


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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.