Estate Planning – Gilkison

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Aged Care

9

Accomodation Costs
Aged Accommodation Choices – Granny Flats
Aged Accommodation Choices – Retirement Villages
Aged Accommodation Choices – Your Own Home
Aged Care Assessment Team
Aged Care Fees
Home Care Packages
Low-means Assessment
Means Tested for Aged Care Fees

Cash Flow

2

Cashflow Management System
Lifetime Cashflow Projections

Debt

3

Deductible vs Non-Deductible Debt
Interest and Repayments
Loan to Value Ratio

Estate Planning

9

Advance Health Directive
Binding Nominations
Enduring Power of Attorney
Enduring Power of Guardianship
Letter of Wishes
Special Disability Trusts
Superannuation Death Benefit Nominations
Testamentary Trusts
Wills

Insurance

7

Buy/Sell
Death Cover
Helpful Hint when Cancelling Insurance Cover
Income Protection
Key Person Insurance Cover
Total and Permanent Disability Insurance
Trauma

Investments

6

Asset Class Investment Approach
Cash – Asset Class
Fixed Income
Pooled Investments
Property Asset Class
Shares

Social Security

6

Age Pension
Asset and Income Tests for Pensions
Centrelink Rates and Thresholds for Age Pension
Disability Support Pension
JobKeeper Update
Rent Assistance

Superannuation

9

Accessing your super
Adding to your super
Annuities
Condition of Release
Defined Benefit Pensions
Lump Sum Withdrawals from Superannuation
Superannuation Earnings Tax
Superannuation Explained
Tax Treatment when Accessing Superannuation

Tax

5

Capital Gains Tax
Division 293 Tax
Excess Concessional Contributions
Income Tax Rates
Negative Gearing Considerations

Helpful Information

3

2021 Federal Budget
Frequently Asked Questions
Helpful Hints

Quarterly Updates

1

Quarterly Updates

Home
Knowledge Centre
Estate Planning

Estate Planning

Advance Health Directive
Binding Nominations
Enduring Power of Attorney
Enduring Power of Guardianship
Letter of Wishes
Special Disability Trusts
Superannuation Death Benefit Nominations
Testamentary Trusts
Wills

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1 Preston Street
COMO WA 6152

PO Box 2158
COMO WA 6152

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