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Balance Retirement & Aged Care Specialists

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How can I make the most of my Estate?

News, Probate | 11th April 2023

How can the beneficiaries of an estate get more from the estate? Make sure that the cost of applying for Probate & the distribution of the estate is not based on the value of estate. It isn’t fair that an estate should be charged more to apply for a grant of Probate & distribute an […]

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Can I transfer assets to my children without it affecting my pension entitlement?

Aged Care Advice, Aged Care Planning, News, Retirement Village Planning | 11th April 2023

How can you transfer assets to your family without affecting your pension OR enable you to receive some pension? A Granny flat right might be the answer AND there does NOT need to be any Granny flat built! Imagine if you needed more support or care, or wanted to be closer to your family BUT […]

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Having problems with Centrelink or Department of Veterans Affairs (DVA)?

Aged Care Advice, Aged Care Planning, News, Retirement Village Planning | 11th April 2023

Are you not getting the right amount of pension? Are you having problems getting your pension entitlements fixed, or getting the pension at all? Are you having trouble getting aged care fees corrected? Is it possible to get more? Do you think you might be entitled to some pension? Understanding Centrelink & DVA policies, procedures […]

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March 2023 – Changes to Aged Care and Home Care Fees

News | 6th April 2023

Just as Centrelink and the Department of Veterans Affairs index their pensions twice a year, some of the fees charged in residential aged care and home care are also indexed on the same dates (20th March and 20th September each year.). Below are the changes to the fees which are indexed for residential aged care […]

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March 2023 – Changes to Centrelink and DVA Pensions

News | 6th April 2023

Centrelink and the Department of Veterans Affairs (DVA) index their means tested pensions on the 20th March and 20th September each year. The changes to both Centrelink and DVA pensions are as follows: Centrelink (Maximum Pension Entitlement) Singles Couples Illness Separated Couple Was ($ per fortnight) $1,026.50 $773.80 each $1,547.60 combined $1,026.50 each $2,053.00 combined […]

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Central Coast Retirement Village Information Session

News | 9th June 2022

Want to learn more about downsizing or moving into a retirement village? On Friday 24th June, Eric Hiam will be talking at Lendlease Retirement Village discussing Retirement Villages. For more information, see below.

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IRT Thomas Holt Kirrawee Aged Care Expo

News | 19th April 2022

On May 4th, IRT Thomas Holt are hosting an Aged Care Expo. You will be able to take a tour of the aged care centre, enjoy a morning tea and learn about some of the benefits IRT Thomas Holt has to offer, such as 24/7 personalised care. Attendees will also hear from Eric Hiam who […]

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Australian Unity – Constitution Hill Open Day

News | 19th April 2022

On Wednesday 20th April, the retirement community at Australian Unity – Constitution Hill are having an open day. Located in the heart of Western Sydney, get acquainted with what your retirement can look like at Australian Unity – Constitution Hill. See below for more information.

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Benefits of funding options in Retirement Villages

News, Retirement Village Planning | 24th March 2022

Many Retirement Villages are now offering ‘funding options’, allowing you to make a choice of how much you pay for your Accommodation upfront. This is called the Entry Contribution. The Entry Contribution changes the amount you receive back when you decide to leave the Retirement Village. In most cases, it is the sale price less […]

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Why you shouldn’t pay more for Probate

News, Probate | 24th March 2022

Just because the value of your estate is bigger, doesn’t mean it should cost more! When someone dies, the executors of their estate may need to apply for Probate. Probate is the Supreme Court ratifying the will of the deceased is the current and last version of the will. This confirms what are the assets […]

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