Advise on Centrelink Issues
Advise on Investments
Advice to minimise tax and costs
Provide some time points for decisions to be made
- 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:
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.