• Information gathering
  • Contact accountant and legal people to discover issues
  • Identify & Engage suitably qualified Financial Adviser who will:
  • Communicate with Centrelink throughout transition to care
  • Produce formal advice documents to:

Advise on Centrelink Issues

Advise on Investments

Advice to minimise tax and costs

Provide some time points for decisions to be made

Advice to maximise Centrelink

Provide a Cashflow and timeline for ongoing care costs

Advise on Tax Issues

  • Implement advice
  • Ensure ongoing advice relationship established and understood
  • 3 month check-up to address any issues post implementation.