CFS Adviser Update: December 2024
Bryce Quirk, CFS Group Executive, Distribution, provides his latest update, reflecting on 2024’s highlights and sharing exciting plans for 2025.
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Major changes to residential aged care from 1 July 2025
Proposed changes to residential aged care have important financial planning implications, as fees and charges under the new rules will be higher for many people accessing aged care from 1 July 2025.
Major changes to home care from 1 July 2025
A new program called 'Support at Home' is proposed to replace the Home Care Packages program from 1 July 2025. Support at Home will have a new fee structure where recipients pay a fee for service.
Tax on super death benefits to estate v beneficiary
Two options are available when paying lump sum super death benefit to a non-tax dependent such as an adult child - directly from the deceased's super fund or indirectly through the deceased's estate.
This article looks at the different financial outcomes that can arise depending on which option is utilised.
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Adviser use only. Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.