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 (registered user) of 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).

Review meetings shouldn’t just look backward – they are your chance to uncover changes that could derail a well-planned retirement.

The Code of Ethics Standard 2, requires advisers to actively enquire about current and future circumstances. Simply waiting for clients to volunteer information isn’t enough.

Join our lunchtime webinar to gain valuable insights on asking the right questions for better aged care outcomes:

• The 5 essential questions every adviser must ask

• How frailty and aged care planning impacts retirement success

• Real examples of poor planning and strategies that deliver great results

• How asking the right questions helps to grow your business and strengthens client relationship.

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

Webinar details:

• Date: Tuesday 12th May 2026

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

• Registrations close: 9am on Tuesday 12th May 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.

Financial impacts in aged care aren’t fixed - they evolve. Simple events like moving rooms or the death of a partner can lead to changes in fees and cashflow. Great advice looks beyond the starting point to anticipate these changes and protect your clients.

Join our exclusive webinar to gain valuable insights on:

• Common events that trigger financial changes

• Key dates to track - entry, admission, and moving rooms

• The potential impact each change has on fees and cashflow.

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

Webinar details:

• Date: Tuesday 12th May 2026

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

• Registrations close: 9am on Tuesday 12th May 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.

For clients who either can’t or don’t want to sell their home, funding aged care costs can be challenging. Borrowing may provide a solution, but is this the right solution and which option is best?

Join our lunchtime webinar to gain valuable insights on the pros and cons of:

• Paying the Daily Accommodation Payment (DAP)

• Using the DAP from Refundable Accommodation Deposit (RAD) strategy

• Impact of borrowing from family

• Using the Home Equity Access Scheme

• Aged care loans and reverse mortgages.

Webinar details:

• Date: Tuesday 9th June 2026

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

• Registrations close: 9am on Tuesday 9th June 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.

Clients rarely ask for complicated advice, they want clarity and confidence. Making decisions around aged care can feel overwhelming, but with the right approach, you can help clients to achieve their goals - affordable quality care, maintain cashflow, support a spouse and leave a legacy.

Join our lunchtime webinar to gain valuable insights on:

• Paying for accommodation - RADs, DAPs and asset liquidation

• Boosting cashflow to cover fees and expenses

• Selling or keeping the family home

• Downsizing when a non-care spouse stays at home

• Planning for a low-means assessment.

Webinar details:

• Date: Tuesday 9th June 2026

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

• Registrations close: 9am on Tuesday 9th June 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.

Aged care is an emotional experience, and comes with the reality of an imminent estate position. At this point, the family needs to navigate a new set of implications and some tasks need to be carried out quickly.

Join Jacqui Hayes in this webinar to explore these practical tasks, with tips for adding advice value. We will explore:

• Tips for being prepared

• Expectations of the care provider

• Refunding the RAD/RAC & issues for probate

• Who needs to be notified

• Specific issues for couples

• Bereavement payments

Webinar details:

• Date: Tuesday 14th July 2026

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

• Registrations close: 9am on Tuesday 14th July 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.

Do your clients have an involvement in a private trust or company? Or do you want to increase networking opportunities with lawyers and accountants? This is a session you can't afford to miss.

Over the last year we have seen more and more questions in relation to private trusts and companies that have taken clients and their advisers by surprise. This session takes you through complications arising from Social Security rules and how they impact aged care fees, by covering the rules and sharing some of the problems advisers have raised with us over the last 12 months.

In particular we will focus on:

• Why it is important to plan ahead

• The assessment rules for trusts/companies

• How trusts/companies impact aged care fees

• When and how the associate rule creates family problems.

Webinar details:

• Date: Tuesday 11th August 2026

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

• Registrations close: 9am on Tuesday 11th August 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.

Understanding aged care can be complicated enough, but add a farm into the mix and the complexity compounds. Lawyers and accountants usually set up farm ownership through trusts and partnerships and focus on succession planning. But unforeseen problems arise when the older farmer needs to move into care. In this session gain an understanding of:

• How Centrelink and aged care rules assess farms

• The extended land test rules

• The implications for farming families when aged care is needed.

Webinar details:

• Date: Tuesday 8th September 2026

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

• Registrations close: 9am on Tuesday 8th September 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.

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 13th October 2026

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

• Registrations close: 9am on Tuesday 13th October 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.

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.

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.

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: 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 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. Register for one or both 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.