Preparing the way for yourself or a loved one to enter residential aged care can be a difficult and stressful task. But you don't have to face it alone. Segue's accredited advisers can guide you through the process, providing professional advice and support to create effective solutions for your family.
Guiding you through the aged care maze to deliver the best outcome for you and your family. Joy has owned and managed the business since its inception in 1977. She is responsible for the mentoring and standards of the financial services provided by Segue's Representatives. Joy's roles also include the marketing and commercial structuring of the business.
Guiding you through the aged care maze to deliver the best outcome for you and your family. Joy has owned and managed the business since its inception in 1977. She is responsible for the mentoring and standards of the financial services provided by Segue's Representatives. Joy's roles also include the marketing and commercial structuring of the business.
Services
Segue Financial Services has a long and successful history in the industry helping clients from all kinds of backgrounds navigate all kinds of problems. Since humble beginnings in 1977, we have held our own licence to be self-governed aside from any large financial institutions, ensuring that our advice has remained uncompromised throughout.
Planning for aged care can be a confronting and emotional time. And it isn't made any easier by the complex rules and regulations of Australia's aged care system and the way fees are charged. But early planning and good advice can help minimise the stress for you and your family. Getting the right information and advice now will help you make the best choices for your future care, security and happiness.
While many equate age cared with moving to a specialist Aged Care facility, a significant and no less important aspect of the aged care system are the benefits and services that can be provided to you in the comfort of your own home. If you require entry-level care to stay living independently in your home for longer, the government funded Commonwealth Home Support Program may be able to help.
The inclusion of a government pension into your retirement income stream can make a huge difference to your financial position. Every dollar you receive from the government in the form of a pension is a dollar you don't have to draw from your own savings. If you are a pensioner and you enter aged care, you may find that, depending upon the steps you take, this change has an impact on your pension entitlements.
A move to aged care can have a significant impact on the structure of your finances and therefore the assets that will ultimately be passed onto beneficiaries. You may have several different types of assets which can be liquidated and used to pay for your aged care needs.
However, it is important to understand both the taxation consequences of selling assets, as well as the potential taxation consequences for beneficiaries who inherit your remaining assets and how this will affect your estate plans.This includes the refund of any lump sum accommodation payment (RAD or RAC) paid for an aged care place.
However, it is important to understand both the taxation consequences of selling assets, as well as the potential taxation consequences for beneficiaries who inherit your remaining assets and how this will affect your estate plans.This includes the refund of any lump sum accommodation payment (RAD or RAC) paid for an aged care place.
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