Upcoming lunchtime webinars.

The monthly lunchtime webinar series covers the technical know-how and human elements of giving aged care advice and building your aged care service offering. FAAA accredited CPD hours are available, across the range of Code of Ethics categories.

Better yet, subscribers of our Essentials or Active membership packages (registered user plus up to two colleagues working in same office), enjoy free registrations with the added bonus of access to the recordings anytime, anywhere through the Business Toolkit.™ CPD hours are not awarded for recorded versions, except those scheduled and noted below.

The aged care system is designed for people who need help after reaching age 65, while the NDIS supports those who are younger. But sometimes these systems overlap when a younger person needs residential care or when an NDIS client reaches older ages.

This can be a complex area for clients and their families to navigate, and getting it wrong can mean missing out on Government funding to meet care needs and increased out-of-pocket expenses.

Join Jacqui for a practical discussion on:

• An overview of the NDIS system

• How the rules differ to aged care

• Tips for helping clients to navigate NDIS

• The fees & who pays when aged care and NDIS overlap.

Webinar details:

• Date: Tuesday 10th November 2026

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

• Registrations close: 9am on Tuesday 10th November 2026

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). 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.

Twelve months after the introduction of the new Aged Care Act, demand for aged care advice remains high, but navigating the complexities of the new system is proving challenging. For financial advisers, the opportunity is significant – but delivering advice efficiently and effectively has never been more important.

Join our experts Danni Dixon, Lara Hansen and Jennifer Langton for an engaging on the couch discussion as they share lessons from the first 12 months, unpack the technical complexities and explore practical strategies to help advisers navigate the challenges and streamline their advice process.

Key topics include:

• Navigating the new system: Common challenges, accessing accurate information and understanding the impact on clients.

• Getting grandfathering right: Understanding the rules and checking client classifications.

• Streamlining the advice process: Preparing clients for the discovery meeting and gathering the right information upfront.

• From strategy to advice: Modelling options and efficiently preparing advice documents using the ACS Advice Generator.

• Support at Home advice opportunities: Identifying where advisers can add value and how to develop a practical advice proposition.

Walk away with practical insights to help you deliver quality aged care advice with greater confidence and efficiency.

Webinar details:

• Date: Monday 30th November 2026

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

• Registrations close: 9am on Monday 30th November 2026

• Price: Free

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

This webinar will be recorded and made available as a repeat (recorded) session after the live workshop has run. Dates to be announced.

Income streams are fundamental for planning retirement incomes. But when it comes to aged care, it is important to know when to keep them and when to cash them out.

This webinar covers:

• Means-test rules for the various types of income streams

• Estate planning for account-based pensions

• Tips & traps for impacts on aged care advice.

Webinar details:

• Date: Tuesday 8th December 2026

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

• Registrations close: 9am on Tuesday 8th December 2026

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). 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.

When entering residential care, clients have a choice to pay for accommodation as a lump sum (RAD) or a daily fee (DAP). These calculations are linked by the government-set Maximum Permissible Interest Rate (MPIR), making interest rate movements a critical factor in aged care funding decisions.

Join Jacqui Hayes as she explores how a rising interest rate environment can influence accommodation funding strategies, and discusses the opportunities and pitfalls advisers should consider when providing client advice.

This webinar covers:

• The impact of rising interest rates on aged care accommodation funding strategies

• How to assess the opportunity cost of selling various assets

• Determining when borrowing strategies can be effective

• Why increasing interest rates can benefit low-means clients.

Webinar details:

• Date: Tuesday 19th January 2027

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

• Registrations close: 9am on Tuesday 19th January 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

The rising cost of living and housing crisis has led many families to rethink the role of the family home – and how they can create a housing solution across the generations. But the risk of stepping into elder abuse is high.

This workshop explores the role of the home in aged care and the impact that family ownership arrangements can have for an older parent. This includes strategies such as:

• Options for home care and implications for advice

• Selling the family home to family at below market value

• Older parents downsizing (including downsizer contributions)

• Younger family members taking an ownership stake in an older parent’s home

• Intergenerational lending

• Granny flat rights

• Kids moving in when older parents move out.

Webinar details:

• Date: Tuesday 9th February 2027

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

• Registrations close: 9am on Tuesday 9th February 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

Finding a place in residential aged care can be particularly challenging for clients with limited financial means. Affordability pressures and a shortage of available beds is seeing many providers being reluctant to offer places to low-means residents

This may require low-means clients to broaden their search and be more strategic in how they approach decisions.

Following last year’s review on accommodation pricing, the Government announced changes in the May 2026 Federal Budget to provide some relief. As a result, changes to accommodation supplements will commence on 20 March 2026. But will this be enough?

Join our webinar to gain practical insights to understand:

• The issues and challenges for low-means clients and why planning is key

• What is changing for low-means residents

• How the accommodation supplements support low-means residents, and

• Why fees can change over time, even when a resident's financial circumstances remain stable. 

Webinar details:

• Date: Tuesday 9th March 2027

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

• Registrations close: 9am on Tuesday 9th March 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

Retirees are often told that once they stop working, paying tax becomes a thing of the past. However, moving into residential aged care and restructuring assets may create new tax obligations. When advising clients, it is important to consider not only income tax, but also a range of other tax implications that can affect advice outcomes.

Join Jacqui Hayes for this informative webinar as she breaks down the key tax considerations associated with aged care planning, including:

• Income tax obligations and rebates for older Australians

• Tax consequences arising from changes to the family home, including capital gains tax exemptions and potential land tax liabilities

• Estate-related taxes, including superannuation death benefits tax and CGT passed onto beneficiaries

• Why short-term tax saving strategies may simply defer tax rather than eliminate it, and

• The important connection between tax planning and achieving client goals and objectives.

 Gain practical insights into the tax rules that can impact aged care decisions and learn how to better support clients through effective planning.

Webinar details:

• Date: Tuesday 13th April 2027

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

• Registrations close: 9am on Tuesday 13th April 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

Throughout younger years, superannuation can provide a tax-effective wealth builder. Retirement changes the focus to tax-effective drawdowns to meet living expenses. However, during the frailty years, superannuation can be effective to fund safe and comfortable ageing, personal support and health care.

For older clients, drawdowns are not the only use for superannuation. The widening of contribution opportunities may provide older clients with additional investment opportunities.

 This session covers the basics - with an explanation of the rules you need to know for superannuation as they relate to aged care. Join Jacqui Hayes as she explains:

• The role of superannuation for older Australians

• How superannuation and income streams (including legacy products) are assessed for Centrelink/DVA/aged care

• Superannuation death benefits tax implications.

Gain practical insights into the tax rules that can impact aged care decisions and learn how to better support clients through effective planning.

Webinar details:

• Date: Tuesday 11th May 2027

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

• Registrations close: 9am on Tuesday 11th May 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

It has been more than 18 months since the introduction of the Aged Care Act 2024, and advisers continue to learn the practical implications as they navigate through client situations.

In this webinar, we'll explore some of the most common questions received through our Memberhelp line and examine real-world client scenarios to highlight key considerations, challenges, and opportunities under the new framework.

Learn where some of the challenges and pitfalls arise, from the questions you and your colleagues have asked.

Webinar details:

• Date: Tuesday 8th June 2027

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

• Registrations close: 9am on Tuesday 8th June 2027

• Price: Free for registered user of Essentials and Active membership packages (plus 2 colleagues in same office location). A fee of $120+GST (total $132) 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.

Developing aged care advice & documents.

Twelve months after the introduction of the new Aged Care Act, demand for aged care advice remains high, but navigating the complexities of the new system is proving challenging. For financial advisers, the opportunity is significant – but delivering advice efficiently and effectively has never been more important.

Join our experts Danni Dixon, Lara Hansen and Jennifer Langton for an engaging on the couch discussion as they share lessons from the first 12 months, unpack the technical complexities and explore practical strategies to help advisers navigate the challenges and streamline their advice process.

Key topics include:

• Navigating the new system: Common challenges, accessing accurate information and understanding the impact on clients.

• Getting grandfathering right: Understanding the rules and checking client classifications.

• Streamlining the advice process: Preparing clients for the discovery meeting and gathering the right information upfront.

• From strategy to advice: Modelling options and efficiently preparing advice documents using the ACS Advice Generator.

• Support at Home advice opportunities: Identifying where advisers can add value and how to develop a practical advice proposition.

Walk away with practical insights to help you deliver quality aged care advice with greater confidence and efficiency.

Webinar details:

• Date: Monday 30th November 2026

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

• Registrations close: 9am on Monday 30th November 2026

• Price: Free

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

This webinar will be recorded and made available as a repeat (recorded) session after the live workshop has run. Dates to be announced.

Twelve months after the introduction of the new Aged Care Act, demand for aged care advice remains high, but navigating the complexities of the new system is proving challenging. For financial advisers, the opportunity is significant – but delivering advice efficiently and effectively has never been more important.

Join our experts Danni Dixon, Lara Hansen and Jennifer Langton for an engaging on the couch discussion as they share lessons from the first 12 months, unpack the technical complexities and explore practical strategies to help advisers navigate the challenges and streamline their advice process.

Key topics include:

• Navigating the new system: Common challenges, accessing accurate information and understanding the impact on clients.

• Getting grandfathering right: Understanding the rules and checking client classifications.

• Streamlining the advice process: Preparing clients for the discovery meeting and gathering the right information upfront.

• From strategy to advice: Modelling options and efficiently preparing advice documents using the ACS Advice Generator.

• Support at Home advice opportunities: Identifying where advisers can add value and how to develop a practical advice proposition.

Walk away with practical insights to help you deliver quality aged care advice with greater confidence and efficiency.

Webinar details:

• Date: Various dates available - click on register link below (note times are Sydney times)

• Price: Free

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

We are excited about recent improvements made to the ACS Advice Generator™.

When providing aged care advice, accuracy matters — and so does efficiency. The ACS Advice Generator™ has been designed to simplify how to model aged care advice strategies, so you can quickly and easily deliver compliant, high-quality advice with confidence.

Join Assyat David (Director) and Lara Hansen (Advice Implementation Manager), for this free, practical webinar, where they will demonstrate just how easy and flexible this leading aged care advice software is to use. In this session, you’ll learn:

• How to confidently use the ACS Advice Generator

• Which aged care strategies can be modelled

• Practical tips to ensure accuracy in your modelling

• How to use built-in templates to produce easy-to-read advice documents

• The key benefits of an Active Membership package.

Webinar details:

• Date: Various dates

• Price: Free

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 (no CPD)

• Time: 60 minutes

• Price: Free

With the new aged care rules now in effect, many advisers are asking the same questions: What’s changed, what do we need to know, and how do we translate the legislation into practical, day-to-day advice?

In this webinar, Louise Biti will unpack the early learnings from the new framework, highlighting:

• What’s working

• Where the pressure points are emerging

• The key implications for client strategies, and

• How to get your business ready.

You’ll gain clarity on the real-world impacts, the opportunities created by the changes, and the areas that require careful navigation.

We’ll also step through what you can do right now to get your business ready. From refining advice processes and updating client conversations, to identifying new value-add opportunities, this session will help you position your advice business for stronger outcomes and greater efficiency. And how Aged Care Steps, the leader in aged care advice, can partner with you.

If you want to stay ahead of the curve, deliver confident advice, and ensure your business is structured for success under the new rules, this session is essential.

Note: this is a recording of our 17th December 2025 webinar.

Webinar details:

• Date: On demand recording (no CPD)

• Time: 70 mins

• Price: Free