Forman Financial Services

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Aged Care Strategy – Investment – Purchase long term annuity
Aged Care Strategy – Investment – Insurance bond in a trust
Aged Care Strategy – Estate Planning – Purchasing a pre-paid funeral or burial plot
Aged Care Strategy – Estate Planning – Purchasing a funeral bond
Aged Care Strategy – Gifting within allowable limits
Aged Care Strategy – Former Home – Retain former home for two years, then sell
Aged Care Strategy – Former Home – Retain former home and leave vacant
Aged Care Strategy – Former Home – Retain and rent former home
Aged Care Strategy – Superannuation – Switch grandfathering off by commuting and rolling over grandfathered account based pensions to apply deeming
Aged Care Strategy – Superannuation – Drawing the minimum pension payments from a grandfathered account based pension
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