The Government has announced 'once in a generation' aged care reforms intended to commence from 1 July 2025. However, over the months leading up to 1 July 2025 clients entering residential aged care, and their loved ones, will need your advice.

On 12 September the Government announced 'once in a generation' aged care reforms to apply from 1 July 2025. These proposed reforms potentially change advice for clients entering aged care significantly. In this webinar the Challenger Tech team introduced the proposed changes to both residential aged care and home care (Support at Home) from 1 July 2025.

Andrew Lowe and Rahul Singh of Challenger’s Technical Services team take a deep-dive into two issues critical for many aged care clients – estate planning and tax considerations for aged care.

Recent research from Macquarie University and Challenger has revealed crucial insights into retirement wellbeing, emphasising the importance of both financial security and personal purpose. As financial advisers, understanding these findings can significantly enhance your ability to guide clients towards a more fulfilling retirement. 

Andrew Lowe and the Challenger Technical Services team presented a summary of key measures from the Federal Budget to consider for both your retiree and pre-retiree clients.