Aged Care Masterclass 3 – Aged accommodation choices


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At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with their clients and supporting them in making strategic financial decisions. Aged care decisions are no exception. When clients and their families face the daunting task of navigating the aged care system and making informed choices, they often turn to their accountant for guidance.

This masterclass series aims to equip you with the knowledge and tools necessary to provide expert advice and support to your clients in the realm of aged care. Through this series, you will gain valuable insights into the complexities of aged care legislation, understanding the financial implications involved, and learning how to assist your clients in accessing the appropriate services.

This module will provide an overview of the accommodation choices for meeting aged care needs based on a client’s financial situation as well as their personal preferences, desired lifestyle and physical needs. It will include:

  • An outline and comparison of accommodation options including private homes, retirement villages or assisted living units and residential aged care
  • Home care access and considerations
  • Practical and financial considerations to compare and select an appropriate option

Recorded on 30 August 2023
Presented by Danni Dixon

TPB CPD Hours: 1 hour
Legislated CPD Hours: Technical competence: 1 hour