CPD and workshops.

Keep your knowledge and skills up to date.

Aged care advice is a rapidly evolving area – so it is important you keep up to date, and continue to learn new tips and improve skills. Aged Care Steps regularly runs aged care training, webinars and workshops to help you learn, refresh skills and grow in your personal development. We simplify the complex and provide a practical approach to share new ideas with you.

Check below for upcoming workshops, or stay connected with updates delivered to your inbox.

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Aged Care Advice Refresh - get ready for 1 Nov 2025.

Need to get up to speed on the 1 November 2025 changes for aged care? Update your knowledge for the new rules and learn which aged care advice strategies are changing and which are not?

Our Aged Care Advice Refresh workshop is designed for advisers who have knowledge on the current rules and need to get up-to-date on what is changing on 1 November 2025. It assumes you have a current working knowledge and competency in aged care advice and provides an update for the new rules and application of strategies.

Developed as an interactive workshop, it gives you the opportunity to take a deep dive into strategies to understand what works, what does no longer applies and how to give advice to clients. It also provides an opportunity to network with your peers and discuss ideas so that you walk away with effective knowledge and business skills.

For advisers who previously completed the Aged Care Steps (ACS) Accredited Aged Care Professional™ program, as well as updating knowledge and skills, this workshop can provide the refresh needed to qualify for the FAAA Aged Care Specialist Designation, or to apply to Deakin University for a one credit point elective subject (conditions apply) if completing the Master of Financial Planning.

If you have not completed the Aged Care Steps Accredited Aged Care Professional™ program, or have not been actively providing advice since completing accreditation (or other training) you may prefer to complete the full accreditation program (ask us about the repeat discount). If you have not completed our accreditation, the refresh workshop does not count towards gaining the Accreditation.

If you wish to formally refresh your accreditation, you will need to pass an online exam (70% pass rate). An assignment will also be required if your original accreditation did not involve an assignment. But if you just want to gain the knowledge and skills update (without a formal refresh), the assessments are optional. CPD hours apply under either option.

This workshop is available as a one-day face-to-face workshop, or as two four-hour live and interactive online sessions - the choice is yours. Click on links below to download registration forms.

Cost: $800 + GST (total $880)

Aged care advice refresh - face-to-face workshops in capital cities

The Refresh Workshop is provided as one-day face-to-face workshops in Sydney, Melbourne, Brisbane, Adelaide and Perth. Download the registration form for dates and full details.

  • Melbourne dates: Thursday 30th October, or Wednesday 26th November

  • Brisbane dates: Wednesday 8th October, or Wednesday 12th November

  • Sydney dates: Wednesday 24th September, or Friday 14th November

  • Adelaide dates: Monday 13th October

  • Perth dates: Thursday 23rd October

Aged care advice refresh - monthly online workshops

The Refresh Workshop is provided as a live and interactive online workshop, with workshops running each month. You need to attend one full set, comprising two 4-hour webinars. Download the registration form for dates and full details.

“I found the course one of the best I have ever done. Danni was able to explain complex topics in a simple way and was able to answer every question off the top of her head - she really knows aged care! I learnt good ideas on how to explain concepts to my clients. I’d recommend this course to everyone who wants to work in this space.

Rob Wintour, Green Associates, Qld

Need information on the full accreditation program?

Qualify for FAAA Aged Care Specialist™ designation

If you completed the Aged Care Steps (ACS) Accreditation before 1 January 2023*, this workshop (and assessments) is a pathway to qualifying for the FAAA Aged Care Specialist designation. Alternatively, for a full refresh you could choose to re-enrol in the full Accreditation program at a repeat attendee’s discount price – ask us!*

If you completed the original accreditation before 1 January 2023, you need to complete the assessment components - assignment and online exam - to qualify for the FAAA designation or RPL credit with Deakin University. Upon successful completion of the assessments (70% combined pass rate, with 60% minimum in each component) an Accreditation Refresh certificate will be issued. If you are not looking for the designation or RPL credit, the assessment component is optional.

Note: Advisers who have not already completed the full accreditation program (including all assessments) will not qualify for the FAAA designation, RPL status or the Aged Care Steps accreditation by completing just this workshop. The full Aged Care Steps (ACS) Accredited Aged Care Professional™ program must be completed.

“I really enjoyed this webinar. Great to just recap on key issues, important things to remember, common mistakes and things we can do better. Get so busy day to day, it’s great to have these kinds of reminders - thank-you!

Brenda Will,  Bruining Partners

Upcoming lunchtime webinars.

Our monthly lunchtime webinars cover the technical know-how and human elements of giving advice and building your business. CPD hours are allocated, across the range of Code of Ethics categories.

Better yet, subscribers to our Essentials or Active membership packages will enjoy discounted fees or free registrations. They also have the added bonus of access to the recordings anytime, anywhere through the Business Toolkit™ (no CPD hours for recorded versions).

Webinar (the basics): Understanding support at home. 9 September 2025, 10:00am (Sydney time)

Older clients are increasingly seeking in-home care to maintain independence and quality of life. While government subsidies can help, they come with complex rules and eligibility requirements. Join Louise Biti in this informative webinar to gain clarity on:

  • The new Support at Home framework commencing on 1 November 2025

  • Available care services and how they’re delivered

  • Fees clients may be required to pay

  • How means-testing works in practice

  • Who is grandfathered under the previous rules and what’s changed.

Understand the support at home system, so you can better support your clients in accessing the right care.

Webinar details:

  • Date: Tuesday 9th September 2025

  • Time: 10.00am-10.45am (Sydney time)

  • Registrations close: 5pm on Monday 8th September 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar (the strategies): Giving advice on support at home. 9 September 2025, 11:00am (Sydney time)

Helping clients achieve their desired lifestyle is at the heart of retirement planning. That includes guiding them through Support at Home options and structuring their finances to meet care goals effectively.

In this webinar, Louise Biti will use real-life case studies to illustrate:

  • Why home care matters—for your clients and your business

  • Strategies to generate income and manage Centrelink impacts

  • The adviser’s role in delivering valuable Support at Home advice

  • Practical tools to enhance your service offering

Learn how to incorporate home care into your advice process with confidence.

Webinar details:

  • Date: Tuesday 9th September 2025

  • Time: 11.00am-12.00pm (Sydney time)

  • Registrations close: 5pm on Monday 8th September 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar: Admin & paperwork - dealing with aged care providers. 14 October 2025, 11:00am (Sydney daylight savings time)

Aged care advice isn’t limited to finances. A smooth transition to aged care relies on taking the right steps, at the right time, and with the right information. Clients may turn to you for guidance.

When entering aged care, each registered aged care provider has different entry processes and procedures. Application forms, asset and income disclosure, end of life instructions, payment instructions, interim fees, and guarantors, guarantees and caveats can be just some of the provider’s requirements. Overriding their own policies, each provider must abide with the legislation of a person-centred aged care system:

  • Statement of Rights and Statement of Principles to put older people first and treat them as unique individuals

  • Defining quality care through the Aged Care Quality Standards

  • Disclosure using resident and accommodation agreements, and

  • All things person-centred.

Webinar details:

  • Date: Tuesday 14th October 2025

  • Time: 11.00am-11.45am (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 13th October 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar: Admin & paperwork - dealing with Services Australia. 14 October 2025, 12:00pm (Sydney daylight savings time)

Aged care advice isn’t limited to finances. A smooth transition to aged care relies on taking the right steps, at the right time, and with the right information. Clients may turn to you for guidance.

A major component of the paperwork is dealing with Services Australia/Centrelink. Your clients must navigate:

  • Assessment processes to receive approval for government-funded care services

  • Means-testing processes to calculate their financial contribution towards care and accommodation

  • Ongoing updates of financial information and circumstances, and

  • All things person-centred.

Services Australia’s processes and policies can change often and without notice. It can be harder to keep up with than legislative changes. Using apps and online portals can help to simplify the processes, once you are familiar with the capabilities and limitations of those systems.

Webinar details:

  • Date: Tuesday 14th October 2025

  • Time: 12.00pm-1.00pm (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 13th October 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar (the basics): Key things to know about MTA, MTF, HC & NCCC. 11 November 2025, 11:00am (Sydney daylight savings time)

Clients entering residential care may need to have a means-test amount (MTA) calculated to determine how much they are asked to contribute towards the cost of their care. But from 1 November you will need to navigate two sets of complicated rules. So it is important you can identify which set of rules apply, and calculate contributions for your clients.

In this session, Jacqui Hayes the basics to help you understand the key things you need to know, including:

  • The purpose of the MTA

  • The formula to calculate the MTA & identify what is assessable as assets/income.

  • When the MTA is calculated

  • How to get an assessment from Services Australia

Webinar details:

  • Date: Tuesday 11th November 2025

  • Time: 11.00am-11.45am (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 10th November 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar (the strategies): Key strategies to know about MTA, MTF, HC & NCCC. 11 November 2025, 12:00pm (Sydney daylight savings time)

Clients entering residential care may need to have a means-test amount (MTA) calculated to determine how much they are asked to contribute towards the cost of their care. But from 1 November you will need to navigate two sets of complicated rules. So it is important you can identify which set of rules apply, and calculate contributions for your clients.

In this webinar, Jacqui Hayes will cover:

  • How the ongoing care fees derive from the MTA

  • Who pays what fees (grandfathered v new clients)

  • Asset levels when each is payable and self-funded clients need to disclose finances

  • How caps put a ceiling on the fees/contributions

  • Whether strategies to reduce assessable assets & income are still effective

Webinar details:

  • Date: Tuesday 11th November 2025

  • Time: 12.00pm-1.00pm (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 10th November 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar (the basics): Aged care conversations with your existing clients. 9 December 2025, 11:00am (Sydney daylight savings time)

If you’re not talking to your clients about aged care, someone else will. Many clients don’t realise their financial adviser can help—until it’s too late.

This webinar will show you how to identify key moments to raise aged care in client conversations. Learn how to uncover life changes that could disrupt even the best retirement plans and understand the risks of ignoring frailty and future care needs.

Start asking the right questions to strengthen client relationships, protect retirement outcomes, and grow your business.

Webinar details:

  • Date: Tuesday 9th December 2025

  • Time: 11.00am-11.45am (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 8th December 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

Webinar (the strategies): The benefits of simple aged care advice. 9 December 2025, 12:00pm (Sydney daylight savings time)

Aged care advice doesn’t have to be complex. Often, clients are simply looking for a way to pay for care that allows them or their loved ones to live safely and with dignity. Understanding what clients truly value—beyond just financial outcomes—can transform the way you deliver advice.

In this webinar, you’ll learn how to:

  • Identify what clients are really seeking from aged care advice

  • Explore real-life case studies that show the impact of tailored strategies

  • Clearly communicate your value and the role you can play in aged care planning

Join us to build confidence in your conversations and strengthen your value as a trusted adviser.

Webinar details:

  • Date: Tuesday 9th December 2025

  • Time: 12.00pm-1.00pm (Sydney daylight savings time)

  • Registrations close: 5pm on Monday 8th December 2025

  • Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office). A fee of $100+GST ($110) applies for additional registrations, non-members or Generator-only subscribers.

  • CPD: 1 hour (for registered participants who log-in and attend the live webinar for at least 80% of the duration).

An invoice (if applicable) will be issued when you lodge your registration application. Payment is required before attending the webinar.

FREE Webinar (Recorded): 2025 - The Year Ahead. (On-demand recording - no CPD).

This year we will see a major piece of aged care reform put into place - a new Aged Care Act and a new fee structure for clients.

Finance and funding of aged care will continue to hit the headlines and clients will be keen to know what it is all about. As we head into 2025 get ahead of the curve and find out what to expect. Join Danni Dixon of Aged Care Steps, in this free webinar to learn:

  • How you can provide clients with an aged care advice solution and which model best suits your business

  • The key conversation tips you need for clients in 2025

  • Implications for advice and clients

  • An overview of what to expect and how different the costs will be for clients

  • What sets good aged care advice apart

  • How Aged Care Steps is supporting advisers in 2025.

Webinar details:

  • Date: On-demand recording

  • Price: Free

  • CPD: Not available

FREE Webinar (recorded on demand): The wait is over & the fun begins - a guide to Aged Care fee reforms. (On demand recording - no CPD)

If you have older clients, or clients with older parents, this is a webinar you can’t afford to miss.

The long-awaited reforms to aged care funding and fees (and a Bill to introduce a new Aged Care Act) were tabled in Parliament on 12 September 2024. This follows the Royal Commission and the Aged Care Taskforce’s report, responding to the growing demand for aged care services and the need for increased investment.

The changes are significant, so hear from the experts what is changing and what you need to know. Join Louise Biti in this webinar for a discussion on:

  • Why change is needed

  • Who is going to pay more

  • Phasing out of RADs and retention amounts

  • Increases to ongoing care fees

  • Is means-testing really gone

  • Changes to home care

  • What the changes mean for advice

Webinar details:

  • Date: On demand recording

  • Price: Free

  • CPD: Not available.

FREE Webinar (Recorded): On the couch with ACS - aged care advice tips. (On-demand recording - no CPD).

Without doubt, the demand for aged care advice is higher than it has been and with an ageing population that demand is only going to increase. Advisers need to find a solution that works for their advice business.

But as with any specialist area, aged care advice has its own nuances that can be challenging to fit with your usual advice processes.   

Join Danni Dixon as she sits down with our own aged care experts - Jennifer Langton and Lara Hansen, to discuss:

  • Tips & traps in providing advice to aged care clients

  • How to use our advice generator to evaluate strategies & prepare your advice documents efficiently.

  • How to build out an aged care solution for your clients - whether in-house or outsourcing- to meet this demand

Webinar details:

  • Date: On-demand recording

  • Price: Free

  • CPD: Not available

 

Developing aged care advice document workshops.

The key to good aged care advice is efficiency and accurate modelling, plus a well-structured advice document that tells the story clearly to clients. Learn how to create advice documents – whether looking at home care, retirement villages or residential aged care.

Webinar: What's new in the ACS Advice Generator. On demand.

We are excited to be launching a new version of the Generator.

We have rebuilt the entire back engine to simplify data entry, improve modelling outcomes and add extra functionality, but have kept the look and feel the same to minimise disruption. Join us at this free webinar to see what is new and what it means when giving advice:

• New Current Situation screen inserted in between data entry and strategy screens

• Simpler data entry, particularly with low-means clients

• A simpler and improved ability to model changes over the first 12 months and new cashflow report in appendix.

• Additional downsizing options for the home to cater for needs of a spouse remaining outside care.

• Greater planning options, for clients not ready to move into residential care or to consider the impact of one member of a couple passing away.

• And more.

Webinar details:

  • Date: On-demand recording

  • Time: 60 minutes

  • Price: Free

Learn from the experts.

 

Aged Care Steps are the leaders in aged care advice training – and not just technical specialists, but also experienced in giving aged care advice.

The Aged Care Steps Accredited Aged Care Professional program is a very comprehensive training program on many aspects of aged care that provides you with the skills and knowledge to competently provide advice in this complex area. Louise and her team are also very knowledgeable and supportive in helping you build your skills to be able to provide this type of advice to clients.”

Stuart McKenzie, Lead Financial Pty Ltd