Choose the support that’s right for you

Become an Aged Care Steps member to set your business up for aged care advice success. With three membership levels, you can choose the support that’s right for you. To purchase any of our membership packages, please contact us.

Aged Care Steps Membership Pricing
ESSENTIALS $295 +GST Must-have features for every adviser (Business Toolkit™). Per month per office (one licence).
ACTIVE¹ $495 +GST Essentials PLUS ability to generate high-quality advice. Per month for first licence. $295+GST per month each additional licence.
GENERATOR ONLY¹ $395 +GST Access to Advice Generator modelling software. Per month per user.
Build and promote your business
Monthly client article
Monthly client article Feature is included. Feature is included. Feature is not included.
Marketing tools
Marketing tools Feature is included. Feature is included. Feature is not included.
Tools to source referrals
Tools to source referrals Feature is included. Feature is included. Feature is not included.
Monthly social media packs
Monthly social media packs Feature is included. Feature is included. Feature is not included.
Client seminar kits
Client seminar kits Feature is included. Feature is included. Feature is not included.
Listing on Find an Adviser²
Listing on Find an Adviser² Feature is not included. Feature is included. Feature is not included.
Speak to clients with confidence
Client conversation resources
Client conversation resources Feature is included. Feature is included. Feature is not included.
Education fact sheets
Education fact sheets Feature is included. Feature is included. Feature is not included.
Client and advice checklists
Client and advice checklists Feature is included. Feature is included. Feature is not included.
Quick calculators
Quick calculators Feature is included. Feature is included. Limited Range
Flowchart calculators
Flowchart calculators Feature is included. Feature is included. Feature is not included.
Give quality advice
Rates charts
Rates charts Feature is included. Feature is included. Feature is included.
Strategy papers
Strategy papers Feature is included. Feature is included. Feature is not included.
9-step advice process™
9-step advice process™ Feature is included. Feature is included. Feature is not included.
ACS Advice Generator™
ACS Advice Generator™ Feature is not included. Feature is included. Feature is included.
SOA/strategy paper templates
SOA/strategy paper templates Feature is not included. Feature is included. Feature is included.
Paraplanning
Paraplanning $900+GST per plan $900+GST per plan $900+GST per plan
Help when you need it
Online technical library
Online technical library Feature is included. Feature is included. Feature is included.
Technical FAQs
Technical FAQs Feature is included. Feature is included. Feature is included.
Speak to the team (helpline)³
Speak to the team (helpline)³ Feature is included. Feature is included. Only support with technical aspects of software. Other support $250+GST per hour
Build knowledge and earn CPD
Monthly newsletter
Monthly newsletter Feature is included. Feature is included. Feature is not included.
News updates
News updates Feature is included. Feature is included. Feature is not included.
Invitation to live monthy webinars (with CPD hours)⁴
Invitation to live monthy webinars (with CPD hours)⁴ Feature is included. Feature is included. $90+GST per webinar
Masterclasses
Masterclasses Additional fee Additional fee Additional fee
Organise your practice for success
‘Get business ready’ templates
‘Get business ready’ templates Feature is included. Feature is included. Feature is not included.
Pricing tool
Pricing tool Feature is included. Feature is included. Feature is not included.
Building your business tips
Building your business tips Feature is included. Feature is included. Feature is not included.
One-on-one coaching
One-on-one coaching $500+GST per hour $500+GST per hour $500+GST per hour

Package notes:

  • Packages provide access to Aged Care Steps membership services under a licence arrangement. Access to services and use of downloaded materials is only allowed whilst a current subscriber. Use must be discontinued if membership is cancelled.

  • Only one log-in is issued per licence.

  • Membership packages have an initial 6-month lock-in period. Thereafter a one-month notification of cancellation is required.

  • Only the registered user is eligible for any subscriber discounts.

  • Larger group discount prices may be individually negotiated.

  • Where applicable, technical help hours must be purchased in advance.

  • Aged Care Steps reserves the right to accept or refuse applications for membership packages.

Footnotes:

  1. Registered user must be authorised under a personal advice AFSL and listed on the ASIC Financial Adviser Register (on MoneySmart website).

  2. Listed adviser needs to have completed the Aged Care Steps Accredited Aged Care Professional™ workshop.

  3. Helpline support is limited to general advice. Aged Care Steps reserves the right to limit the number of hours and charge additional hourly rates.

  4. Free registration for registered user and up to two other team members working in same office. Additional registrations are $90 +GST. CPD points are only allocated to the registered attendee if they attend at least 80% of the live webinar. Recordings are available to watch anytime in Business Toolkit, but CPD points are NOT allocated for recordings.