Aged Care

 

Our area of expertise involves strategies surrounding the Income Tested Daily Care Fee. In the event that you (as Power of Attorney) have more than $470,000 in assets after the payment of any bonds, the Income Tested Daily Care Fee starts to be charged (at 5/12ths over the income free threshold). We are licenced Financial Advisers who can assist in reducing the daily care fees through Centrelink Driven Strategies.

To discuss reducing the income tested daily care fee, please make an appointment with David Mac Manus (CERTIFIED FINANCIAL PLANNER™) on 0424 61 60 60.

In addition, if you require assistance completing your "Request for an Assets Assessment Form" we can assist you with these Centrelink processes and the overwhelming paperwork required.

Please contact (03) 9853 1676 or David Mac Manus on 0424 61 60 60.


Our advisers assist with the following:

  1. Assistance to complete an “Application for Respite Care or Permanent Entry to Aged Care Homes”;
  2. Assistance to complete the “Request for an Assets Assessment Form”;
  3. Negotiate and discuss with facilities on matters such as bonds, placement and acceptance;
  4. Assess entry costs and payment options, as well as impact on age pension.
  5. Assist in the decision to sell or retain former home (if last person in home).
  6. Determine whether the person is assessed as a homeowner or non-homeowner for Centrelink purposes.
  7. Invest assets to generate required income and preserve capital.
  8. Determine total income, including age pension.
  9. Calculate ongoing fees - basic daily care fee and income-tested daily care fee.

 

One of our advisers will assist with the application forms and the investment assessment on your behalf. We will often request you to complete an “Authority to Enquire” form with Centrelink so that we may act on your behalf.

It is important to note that our advisers will liaise and advise only with Power’s of Attorney’s in regards to assisting with your needs. We generally do not assist the future residents’ due to physical and mental health conditions (such as dementia etc) in generally regarding mental capacity .

Please contact Mr. David Mac Manus of our office on either:

(03) 9853 1676

or;

0424 616 060

to assist with the process and admittance to a facility.

David may request to liaise with the chosen facility in terms of negotiating bonds and other issues that may impact the care facilities needs.

Click here for the: Aged Care Services Fact Finder

Assistance completing your "Request for an Assets Assessment Form". Our Financial Adviser can assist. Please contact (03) 9853 1676. We are licenced Financial Advisers wcan assist in reducing the daily care fees through Centrelink Driven Strategies. Please contact (03) 9853 1676 or David Mac Manus on 0424 61 60 60.

Need assistance completing your "Application for Respite Care or Permanent Entry to Aged Care Homes". Our Financial Adviser can assist. Please contact (03) 9853 1676.. We are licenced Financial Advisers who can assist in reducing the daily care fees through Centrelink Driven Strategies.

Please contact (03) 9853 1676 or David Mac Manus on 0424 61 60 60.

How do I reduce the Income Tested Daily Care Fee in aged care? David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Can I Reduce the Income Tested Daily Care Fee in aged care? David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Financial Adviser Reduce Income Tested Daily Care Fee David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Financial Planner Reduce Income Tested Daily Care Fee David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Strategies to Reduce Income Tested Daily Care Fees Aged Care David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

How do I reduce the Income Tested Daily Care Fee in aged care? David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Can I Reduce the Income Tested Daily Care Fee in aged care? David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Financial Adviser Reduce Income Tested Daily Care Fee David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Financial Planner Reduce Income Tested Daily Care Fee David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

Strategies to Reduce Income Tested Daily Care Fees Aged Care David Mac Manus, Senior Financial Adviser, (m) 0424 61 60 60.

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David McManus Financial Adviser Based In Kew d.macmanus@ethosfinancial.com.au 0424 61 60 60 CFP DFP Certified Financial Planner Insurance Superannuation Retirement Planning Pension Centrelink Aged Care Income Protection

David Mac Manus Financial Adviser Based In Kew d.macmanus@ethosfinancial.com.au 0424 61 60 60 CFP DFP Certified Financial Planner Insurance Superannuation Retirement Planning Pension Centrelink Aged Care Income Protection

David MacManus Financial Adviser Based In Kew d.macmanus@ethosfinancial.com.au 0424 61 60 60 CFP DFP Certified Financial Planner Insurance Superannuation Retirement Planning Pension Centrelink Aged Care Income Protection

David McManus Financial Adviser Based In Kew d.macmanus@ethosfinancial.com.au 0424 61 60 60 CFP DFP Certified Financial Planner Insurance Superannuation Retirement Planning Pension Centrelink Aged Care Income Protection

David Mc Manus Financial Adviser Based In Kew d.macmanus@ethosfinancial.com.au 0424 61 60 60 CFP DFP Certified Financial Planner Insurance Superannuation Retirement Planning Pension Centrelink Aged Care Income Protection