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IFA: How to prepare for the aged care reforms

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Manage episode 474741725 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss the Aged Care Act reforms set to come into effect on 1 July and how advisers can prepare their clients.

With the funding of aged care also heading for change, Fradley breaks down what advisers who don’t specialise in the space need to know and the value of building a network of professionals they can refer clients to, to ensure they can meet the needs of clients navigating the complex aged care space.

Listen as they discuss:

  • Why it’s so important that advisers stay up to date on the incoming reforms.
  • The value of specialisation within the advice industry.
  • What impact DBFO 1.5 could have on clients’ retirement income and Centrelink eligibility.
  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 474741725 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss the Aged Care Act reforms set to come into effect on 1 July and how advisers can prepare their clients.

With the funding of aged care also heading for change, Fradley breaks down what advisers who don’t specialise in the space need to know and the value of building a network of professionals they can refer clients to, to ensure they can meet the needs of clients navigating the complex aged care space.

Listen as they discuss:

  • Why it’s so important that advisers stay up to date on the incoming reforms.
  • The value of specialisation within the advice industry.
  • What impact DBFO 1.5 could have on clients’ retirement income and Centrelink eligibility.
  continue reading

340 episodes

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