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Helping my client make the best decisions with home, retirement and residential care paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • aged care assessment
  • costs of aged care
  • living arrangements
  • changing living arrangements
  • home care packages program
  • retirement villages
  • reasons for entering aged care.

Author profile

Greg Roberts
Greg works for Global Digital Vision.
Current at 1 August 2015

 

This was presented at 2018 Death … and Taxes Symposium .

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Individual sessions

Incapacity issues: Powers of attorney, wills, super and binding nominations

Author(s):  Caite Brewer

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Death in the new world, post-superannuation reform

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Focusing on loans

Author(s):  Thomas TULLEY

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Issues with life estates

Author(s):  Michael FLYNN

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Workshop: Dealing with the business of estate administration

Author(s):  Peter J MCKNOULTY

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Practical legal ethics for the adviser

Author(s):  David W MARKS

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Helping my client make the best decisions with home, retirement and residential care

Author(s):  Greg Roberts

Materials from this session:

Tax liabilities – Who is responsible

Author(s):  Lyn Freshwater

Materials from this session:

International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas

Author(s):  Denise HONEY

Materials from this session:

Further details about this event:

 

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