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, except those scheduled and noted below).

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.

Note: this session is a recording of our October lunchtime webinar - provided as a repeat opportunity.

Webinar details:

• Date 1: Tuesday 6th January 2026 at 12.00pm - 1.00pm (Sydney daylight savings time)

• Date 2: Friday 23rd January 2026 at 11.00am-12.00pm (Sydney daylight savings time)

• 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 scheduled 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.

Granny flat interests can be a win/win for older parents and adult children. But family arrangements always come with potential downsides, particularly for the older parent. In this webinar we will talk about positives, negatives and tips for structuring arrangements for greater protection.

Gain an understanding of:

• A granny flat is more than just a unit in the backyard – learn how arrangements can and can’t be structured

• The mechanics of Centrelink/DVA assessment – how to value a granny flat interest, and when the reasonableness test applies

• How deprivation applies and structuring payments to minimise Centrelink impacts

• Homeowner or non-homeowner classification

• Ending an agreement and a move into aged care

Note: this session is a recording of our May lunchtime webinar - provided as a repeat opportunity.

Webinar details:

• Date 1: Thursday 8th January at 12.00pm-1.00pm (Sydney daylight savings time)

• Date 2: Friday 16th January at 3.00pm-4.00pm (Sydney daylight savings time)

• 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 scheduled 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.

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.

Note: this session is a recording of our September lunchtime webinar - provided as a repeat opportunity.

Webinar details:

• Date 1: Tuesday 13th January at 2.00pm-2.45pm (Sydney daylight savings time)

• Date 2: Thursday 22nd January at 11.00am-12.00pm (Sydney daylight savings time)

• 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 scheduled 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 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

Note: this session is a recording of our November lunchtime webinar - provided as a repeat opportunity.

Webinar details:

• Date 1: Wednesday 14th January at 3.00pm-3.45pm (Sydney daylight savings time)

• Date 2: Thursday 29th January at 12.00pm-1.00pm (Sydney daylight savings time)

• 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 scheduled 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 residents who are not classified as low-means (ie. market-price payers) need to pay the full agreed cost of a room in aged care. And these rules are changing from 1 November 2025.

In this session, join Jacqui Hayes to take a more strategic look at funding a room in aged care:

• How safe is my RAD? Provider investment rules and government guarantees

• RAD or DAP - the benefits of paying a RAD

• Calculating the retention amount

• Strategies to access a room that looks unaffordable (for example, DAP from RAD & borrowing)

• What happens if a child pays the RAD

Note: this session is a recording of our June lunchtime webinar - provided as a repeat opportunity.

Webinar details:

• Date 1: Tuesday 15th January at 2.00pm-3.00pm (Sydney daylight savings time)

• Date 2: Tuesday 20th January at 11.00am-12.00pm (Sydney daylight savings time)

• 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 scheduled 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.

Increasing care needs and financial strain create uncertainty for residents who must move rooms or change providers—sometimes by choice, sometimes not. Join our lunchtime webinar to gain valuable insights on:

• What changes occur when a person moves rooms or providers

• How moves impact low-means residents

• Triggers and implications of involuntary relocations

• The paperwork and notice periods for voluntary moves

• 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: there are tools and strategies 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.

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