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Investing in Aged Care Decisions

Home Investing in Aged Care Decisions

Many families feel the weight of significant decisions when considering the best aged care options for their family.

The impact of selling a home, renting a home, refundable accommodation deposits, Daily accommodation Fees, age pension, ACAT assessments.

Navigating the impacts of these strategies can improve dramatically with some advice. Should the current owner of the existing assets hold what you have, should they be restructured into a partner name, or changed in some way to alleviate future tax for your future estate beneficiaries? Is there anything we can do to limit the aged care fees in the interim? Should we sell or keep the house and rent it out?

Meet Andrew whose mother and father were separated by illness when Jacqui moved to a nursing home. We provided advice that saved Andrew and his sister $24,000 in tax on the estate transfer of their father’s account based pension by restructuring it to limit the impact to the estate. We were able to provide a regular monthly income to Barry, helping to pay the monthly costs of aged care and provided support to navigate the Centrelink aged pension process.

Meet Barry who has recently seen the impacts of moving to aged care advice

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Louiebelle Pty Ltd |ABN 18 605 604 457 trading as Insight Wealth Planning is a Corporate Authorised Representative 1255274 of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Principal Address Level 15, 115 Pitt St Sydney NSW 2000

General Advice Warning and Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication.

Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Insight Wealth Planning, GPS nor their related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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