Upcoming lunchtime webinars.

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

Better yet, subscribers to our Essentials or Active membership packages enjoy free registrations, with the added bonus of access to the recordings anytime, anywhere through the Business Toolkit™ (no CPD hours for recorded versions, except those scheduled and noted below).

Clients may be faced with a need to move rooms or change providers - sometimes by choice, sometimes not. These changes can create uncertainty and stress, as well as unexpected financial implications. And the advice you previously gave, may no longer be appropriate and need to be revised.

Join our lunchtime webinar for insights on:

• What changes occur when a person moves rooms or providers

• How low-means residents are impacted by a move

• Triggers for involuntary relocations and the implications

• Doing the paperwork and notice periods

• Special considerations when couples share a room.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 10th February 2026

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

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

• 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.

The rules around client contributions are designed to make care affordable - but what happens when circumstances change? If assets can’t be sold or savings start to run out, financial stress can quickly follow. The good news is that tools and strategies are available to help navigate these challenges.

Join our lunchtime webinar to gain valuable insights on:

• The rules for financial hardship and how to apply

• What a successful hardship application can mean

• Implications when family members live in the home but aren’t protected

• Other practical solutions to help provide financial relief.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 10th February 2026

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

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

• 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.

Identifying whether a client will be classified as low-means resident is critical to delivering accurate advice. Early identification will avoid unnecessary confusion for the client and save you time.

Join our lunchtime webinar to gain valuable insights on:

• Why low-means residents need expert advice

• Quick tips for spotting who will be a low-means resident

• When low-means is beneficial - and when it’s not

• The calculations behind a low-means assessment

• Accommodation contributions - what clients pay and how it changes.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 10th March 2026

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

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

• 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.

Low-means doesn’t mean low complexity. Without careful planning, residents and families can face unexpected challenges and costly traps.

Join our lunchtime webinar to gain valuable insights on:

• Real-world case studies showing common pitfalls

• Fee changes - even when finances seem stable

• Couples - how the second person's move impacts the first person

• Protected person rules and what changes to look out for.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 10th March 2026

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

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

• 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.

Affordability of aged care may not be the issue for high-net-wealth clients, but making smart decisions about asset restructuring is critical. Which assets should be sold? Which should be retained? These choices impact cashflow, estate planning, taxation, fees, and even age pension opportunities.

Join our lunchtime webinar to gain valuable insights on:

• Potential options and outcomes - using a case study

• Benefits and risks of holding or selling various asset types

• How caps apply, and manage the overall cost of care

• Whether to undertake a means-test assessment or choose to be means-not-disclosed.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 21st April 2026

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

• Registrations close: 9am on Tuesday 21st April 2026

• 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.

Many retiree couples assume their spouse will always manage their best interests - but frailty can bring unexpected challenges. Balancing each person's needs as well as estate planning objectives requires foresight and strategy.

Join our lunchtime webinar to gain valuable insights on:

• Managing cash flow for long-term security

• Smart estate planning strategies

• Effective enduring powers of attorney (EPoAs) and decision-making

• Complexities of second marriages and blended families.

Don’t miss this opportunity to stay informed and prepared.

Webinar details:

• Date: Tuesday 21st April 2026

• Time: 11.00am-12.00pm (Sydney time)

• Registrations close: 9am on Tuesday 21st April 2026

• 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.

Developing aged care advice & documents.

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: Tuesday 3 February 2026

• Time: 12.00pm - 12.45pm (Sydney daylight savings time)

• 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 for 2026.

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 session is a recording of our 17th December 2025 webinar - provided as a recording.

Webinar details:

• Date: On demand recording (no CPD)

• Time: 70 mins

• Price: Free

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

The Masterclass - aged care strategic advice is provided as a 3-hour face-to-face workshop. Download the registration form for more details.

This workshop is being run in conjunction with a half-day Support at Home workshop also (same day), and half day Refresh - Residential aged care workshop (previous day). Register for one, two or all three workshops. A 10% discount applies for registration in more than one of these consecutive day workshops. A further 10% discount applies for Essentials or Active members.

To learn about Support at Home workshops click here. Or for information on Refresh - Residential care workshops click here.

The Masterclass - aged care strategic advice is provided as a 3-hour face-to-face workshop. Download the registration form for more details.

This workshop is being run in conjunction with a half-day Support at Home workshop on the same day. Register for one or both of the workshops. A 10% discount applies for registration in both of these workshops. A further 10% discount applies for Essentials or Active members.

To learn about Support at Home workshops click here. Or for information on Refresh - Residential care workshops click here.

The Masterclass - aged care strategic advice is provided as a 3-hour face-to-face workshop. Download the registration form for more details.

This workshop is being run in conjunction with a half-day Support at Home workshop on the same day. Register for one or both of the workshops. A 10% discount applies for registration in both of these workshops. A further 10% discount applies for Essentials or Active members.

To learn about Support at Home workshops click here. Or for information on Refresh - Residential care workshops click here.

The Masterclass - aged care strategic advice is provided as a 3-hour face-to-face workshop. Download the registration form for more details.

This workshop is being run in conjunction with a half-day Support at Home workshop also (same day), and half day Refresh - Residential aged care workshop (previous day). Register for one, two or all three workshops. A 10% discount applies for registration in more than one of these consecutive day workshops. A further 10% discount applies for Essentials or Active members.

To learn about Support at Home workshops click here. Or for information on Refresh - Residential care workshops click here.

The Masterclass - aged care strategic advice is provided as a 3-hour face-to-face workshop. Download the registration form for more details.

This workshop is being run in conjunction with a half-day Support at Home workshop also (same day), and half day Refresh - Residential aged care workshop (previous day). Register for one, two or all three workshops. A 10% discount applies for registration in more than one of these consecutive day workshops. A further 10% discount applies for Essentials or Active members.

To learn about Support at Home workshops click here. Or for information on Refresh - Residential care workshops click here.