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Post retirement living - Part 2 presentation

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 CTA
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
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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






Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

Materials from this session:

Further details about this event:

 

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