Workshops & Webinars

Workshops

Residential Aged Care

Learn practical skills on how to navigate the “old” and “new” rules through the 2025 Aged Care Reforms.

This 1 day in-person workshop will give you a results-focused overview of residential aged care. You can crunch the numbers with real-life case studies, and learn practical strategies to help you navigate the evolving aged care landscape.

Includes a light lunch.

ACCREDITED

Residential Aged Care

This comprehensive 2 day workshop will see you develop a thorough understanding of residential aged care through case based facilitator lead examples, individual calculations and group discussions.

ACCREDITED

Granny Flats & support at Home

This workshop covers key aspects of granny flats and home care, focusing on legal, financial, and Centrelink implications.

Granny Flats – Understand different arrangements, pension impacts, rent assistance, and care costs. Case studies will highlight strategies advisers can use to support clients.

Support at Home – Learn about available services, fees, and means-testing, with interactive case studies to explore funding options and financial considerations.

Financial advisers will gain practical strategies to help clients make informed housing and care decisions for later life.

ACCREDITED

Retirement Communities

This facilitator lead, case study based workshop examines the varying rules and regulations of retirement communities, the legal considerations and the financial impacts including pension entitlements and rent assistance as well as the cost and ability to access care now and in the future.

ACCREDITED

Admin & Client Support: Introduction to Age Pension & Aged Care

This course is designed to educate administrators and customer service officers working with financial planners or aged care professionals. This is a foundation course designed to arm support staff with an appropriate level of knowledge and understanding about social security payments and aged care means assessment. Please note this is not as comprehensive or detailed as those workshops that are a part of the Retirement Living and Aged Care Specialist Designation.

Admin & Client Support: Introduction to Age Pension & Aged Care

stand out from the crowd

The Retirement Living and Aged Care Specialist designation recognises advisers who have the skills, knowledge and tools to deliver quality advice on retirement living and aged care.