Aged care financial planning is a highly specialised area that requires not only financial expertise but also an understanding of the
emotional challenges families face.
In this episode of The Accountant That Builds, host Shannon Smit sits down with Aged Care Financial Advice specialists Bianca Carroll and Tricia Hill from Smart Private Wealth to unpack the complexities of aged care funding.
They discuss why aged care financial planning is different from general financial advice, the benefits of engaging a specialist, and how
expert advice can help families preserve their wealth, maximise the Age Pension, and minimise tax implications.
We'll cover real life case studies involving common situations such as whether to sell the family home, or how to structure assets in the
lead up to requiring residency in aged care to maintain estate and minimise asset losses.
Whether you’re planning for the future or dealing with an urgent care situation, this episode provides practical insights and guidance to
help you navigate these decisions with confidence.
Useful links:
Aged Care Directory
Aged Care Financial Advice - Fees & Process
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Aged care financial planning is a highly specialised area that requires not only financial expertise but also an understanding of the
emotional challenges families face. In this episode of The Accountant That Builds, host Shannon Smit sits down with Aged Care Financial
Advice specialists to unpack the complexities of aged care funding.
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