Leading software that does the hard work for you.

Advice Generator screen shown on computer

Develop an advice document in less than
an hour.

Don’t waste time building your own spreadsheets and text templates. Aged Care Steps has done the work for you.

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The leading aged care software since 2014.

With simple data input and templated SOA wording, the Aged Care Steps (ACS) Advice Generator™ is fast, flexible and intuitive - not to mention, simple to learn to use.

The Advice Generator™ has been built by experts with practical experience who also use and work with the software every day.

This gives us an edge as we understand how it was built and what you are trying to achieve.

Using the Advice Generator, in just minutes you can model and compare up to five strategies in one easy to read table and then use the templates to produce an aged care advice document, with confidence in the accuracy of outcomes.

When you need help, the system has an extensive range of support tools built-in. Our team of experts are also on-hand to provide support.

We save you time and give you confidence, so you can focus on your clients and their families.

Key features include:

Watch an overview of the Advice Generator™.

 
 

  • Calculate full cashflow, expenses (including fees), Centrelink/DVA, taxation and end of year asset position.

  • Unique two-stage process to project the impact if time is needed to sell or rent home.

  • Select 5 or 10 year forward projections – with cashflow and asset value graphs.

  • Flexibility to include all costs for strategy options, including capital gains tax.

  • Quick to use with single data entry for modelling, that populates through to an advice document template.

  • Schedules showing tax, Centrelink and DAP from RAD impact.

  • Demonstrate impact for a couple if one person passes away.

What can you model using the Advice Generator™?

 

Former home strategies:

  • Rent or sell former home (at start or at a future date) or leave vacant

  • Downsize options for spouse (cheaper home or retirement village)

  • Impact of 2-year rule for Centrelink/DVA

  • Impact if protected person staying in home

  • Retain former home and purchase a new home.

Client situations:

  • Single person or couple

  • Clients accessing Support at Home or residential care clients (including grandfathered clients)

  • Low-means and market-price residents

  • Self-funded retirees, means not-disclosed and non-residents

  • Support at Home recipients.

RAD / DAP strategies:

  • Compare different RAD amounts

  • Select which investments to liquidate to pay fees including from super, investment properties, trusts/companies, ABPs (deeming & deductible rules)

  • Strategies to deduct DAP/DAC (or other fees) from RAD/RAC

  • Using home equity loans or borrowing from family members to help fund fees.

When modelling aged care scenarios, the Advice Generator provides simplicity and flexibility.

Download the Advice Generator™ flyer