Aged care financial advice
Welcome to Smart Private Wealth • Learning Centre • Insights
Welcome to Smart Private Wealth • Learning Centre • Insights
Understanding how to navigate the complexities of arranging care for yourself or your loved ones when independent living is no longer
an option can be a daunting task. To ensure your future is filled with care, security, and contentment, it's crucial to access the right
information and advice.
Aged care financial advice involves addressing a range of complex and unique issues that necessitate careful consideration:
How does it work?
At Smart Private Wealth our dedicated Aged Care Advice team is here to help you navigate the complex aged care system while providing
well-founded financial guidance.
We deliver comprehensive advice tailored to your individual situation by:
Planning in advance allows you and your family the time needed to make well-informed choices that will positively impact your future well-being.
While the month began with constructive discussions and agreements between the US and some of its trading partners, uncertainty returned to the market after President Trump threatened to impose new tariffs on Europe and multiple large corporates such as Apple, Samsung and Mattel, and again near month-end as the Court of International Trade deemed the global tariffs to be “contrary to law.”
It’s a powerful question, and one we help clients explore every day. it’s about understanding your whole financial picture and the lifestyle you want to create.
The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.
Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust.
To be eligible to make a downsizer contribution to your super, you must be aged 55 or older and have owned your home for at least 10 years prior to the sale.
