shopping_cart

Your shopping cart is empty

Post retirement living - Part 2 presentation

Member Price: Free
Non Member Price: $15.00

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 05 Aug 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the fee landscape
  • compare to independent living
  • putting cost into perspective
  • what clients are looking for.

Author profile

Louise Biti
Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to give advice on aged care and other related matters. Louise is one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want. Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector. Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist Adviser™, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser. - Current at 11 February 2020
Click here to expand/collapse more articles by Louise BITI.

 

This was presented at NSW 12th Annual Estate & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Post retirement living - Getting the best for your clients (Part 2)

Author(s):  Louise BITI

Materials from this session:

Retired and moving overseas - What are the tax issues

Author(s):  Robert Campbell

Materials from this session:

Retirement living - Getting the best for your clients part 1 - The landscape

Author(s):  Scott McGill

Materials from this session:

It ain’t over ‘til its over

Author(s):  Therese CATANZARITI

Materials from this session:

The trusted adviser a facilitator and gate keeper for the client

Author(s):  Michael Perkins

Materials from this session:

Worried about passing assets to your children?

Author(s):  Peter BOBBIN

Materials from this session:

Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

Materials from this session:

Further details about this event:

 

Copyright Statement