Scope of Advice Required

Select one package only, all work is performed on a fee for service basis as detailed in your Letter of Engagement (click here to view a draft) which will be sent to you with an estimate of costs following your submission of this form and the Essential Fact Find form (Click here to download).

Basic Assistance
  • Assist with paperwork including filling in the Income & Assets form SA 457
  • No strategic Advice Provided
General Assistance
  • Assist with paperwork including filling in the Income & Assets form SA 457
  • Analysis of the current financial position of the client
  • Broad-brush advice re the funding options
  • General advice on hold/sell/rent home
Full Plan Advice
  • Assist with paperwork including SA 457
  • Analysis of current financial position
  • Determine sources of money
    – Cash
    – Term deposits
    – Superannuation
    – Personal pensions
    – Investments
    – Family loan or cash support
    – Reverse mortgage
    – Sale of home
  • Impact on Centrelink/DVA benefits
  • Cashflow analysis
  • Impact on the future value of the estate
  • Forward and general tax planning
  • Consider any special benefits in the Will
  • Adjustment to the Estate Plan of the client
  • Evaluate up to 5 strategic funding options and advice
  • Provide investment advice on any surplus funds
  • Review Residents Agreement
  • Prepare updated Income/Assets statement
  • Is the home included as an asset, for what value?
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