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Helping my client make the best decisions with home, retirement and residential care presentation
Published on 19 Jul 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- the aged care industry
- the disability care industry
- the drivers for seeking advice
- care & accommodation statistics and funding options for clients
- financial structures for various types of aged care
- aged & disability care strategies and considerations.
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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Focusing on loans
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Workshop: Dealing with the business of estate administration
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Practical legal ethics for the adviser
Author(s): David W MARKSMaterials from this session:
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Helping my client make the best decisions with home, retirement and residential care
Author(s): Greg RobertsMaterials from this session:
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Tax liabilities – Who is responsible
Author(s): Lyn FreshwaterMaterials from this session:
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International issues in situations where assets are located overseas, beneficiaries are residing overseas, or even your client dies overseas
Author(s): Denise HONEYMaterials from this session:
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