Aged care financial advice

Welcome to Smart Private WealthLearning CentreInsights

Aged Care Financial Advice. 


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:

  • Demonstrating potential government subsidies for your aged care expenses
  • Evaluating various payment alternatives for your home-based or residential care
  • Offering in-depth cash flow projections factoring in applicable tax offsets and Centrelink exemptions
  • Predicting future asset values for your beneficiaries
  • Modeling the effects of concessions related to your home.

Live the life you imagine.

Planning in advance allows you and your family the time needed to make well-informed choices that will positively impact your future well-being.


SPEAK TO A FINANCIAL ADVISER SPEAK TO A FINANCIAL ADVISER


12 Feb

Episode 16: The Financial Side of Aged Care - Insights from Specialists

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.


READ MORE READ MORE
20 Jan

Market Wrap - December 2024

Manufacturing PMI in November increased to roughly 50, hovering near the breakpoint between expansion and contraction.


READ MORE READ MORE
16 Jan

SMART Life - Issue 19- Summer 2025

Rising living costs have made it tricky for many Australians to make ends meet.


READ MORE READ MORE
16 Jan

What are my options if I’m asset rich and cash poor?

If you own your own home, you’ve benefited from rising property prices – but only on paper.


READ MORE READ MORE
16 Jan

How to have a conversation about aged care.

This article provides you with a guide to broaching this sensitive subject gently and productively, so your loved ones feel heard and respected.


READ MORE READ MORE
8 Jan

The Age Pension Just Got Better: Unlocking the Retirement Sweet Spot

The age pension in Australia has recently seen an increase in payment rates, making it a more attractive option for retirees. And here’s the good news: you don’t need $1 million in the bank to live like a millionaire in retirement.


READ MORE READ MORE