These Aged Care frequently asked questions will help provide some answers, however if we can help you further, please contact our Aged Care Professional, Jeanette O'Connor, for more information if you or a family member is considering moving into an Aged Care Facility. Helpful, related links on Aged Care also appear at the end of [...]
If you or a family member is considering moving into an Aged Care Facility, it’s vital to receive advice on the financial aspects, and how your circumstances and choices could impact the costs of Aged Care, your assets and estate planning. Below is a case study which outlines a strategy to use Challenger's CarePlus. What [...]
Jane wants to afford her ongoing aged care fees and living expenses and provide an inheritance for her children whilst retaining access to some funds. Jane is 85 and widowed. She was living on her own for some time after her husband passed away, but has become frail with age. By guest author: Challenger Jane [...]
You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own. What are franking credits and how do they benefit SMSFs? Under the Australian tax system companies [...]
Hales Douglass Financial Services is not owned by a large bank or financial institution. Instead, we’ve set up our own financial services licence, which means we’re directly responsible to ASIC and to our clients only. The advice we provide to our clients is purely in their best interest, as we don’t take volume rebates or [...]
