Segue Financial Services has a long and successful history in the industry helping clients from all kinds of backgrounds navigate complex problems and transition to new phases in their life.

OUR CONTACTS


2/307-313 Wattletree Rd, Malvern East VIC 3145
(03) 9509 1599

Estate Planning

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.

Estate Planning Services

At Segue, we understand the importance of considering your estate planning goals when structuring your assets to provide for your aged care needs.

Contact one of our Accredited Aged Care Professionals™ today for specialist advice on your situation.

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