Australia: [Event] The complexity of aged care - why advice is paramount
Last Updated: 19 August 2016

Financial Services Seminar

Madgwicks, in conjunction with specialist aged care advisors, Joseph Palmer and Sons, are pleased to invite you to this seminar.

Moving elderly family members into aged care is an emotional experience. The emotion is compounded by the complexity and resultant confusion typically experienced in dealing with financial matters. Many industry commentators are now suggesting aged care financial advice should be AFSL regulated by ASIC.

Issues such as funding of accommodation deposits, acronyms like DAPs and RADs, and understanding Centrelink requirements, add to the confusion. Appropriate structuring including tax and estate planning can minimise fees and maximize entitlements.

Speakers Rodney Horin and John Rawling from JPS, together with Madgwicks Private Wealth Special Counsel, Peter Holdsworth, and Madgwicks Head of Tax, Tom May, will explore the range of structuring, planning and financial issues in dealing with this complex area.

Whether your interest is from a personal perspective, or a professional perspective, this seminar will provide valuable insights and answers to the many confusing issues.

We hope you can join us.

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