New Aged Care rules commencing November 2025

New Aged Care rules are coming into effect in November 2025.

If you're helping a parent transition into aged care, the financial and tax implications can be overwhelming — especially when assets, superannuation, or estate planning are involved.

Join us for this essential webinar where we break down the key changes, risks and opportunities with both expert insights and real-world examples of how families are navigating aged care transitions.

What we’ll cover:

• The new Aged Care rules (from 1 November): What’s changing, who’s affected, and how to plan ahead

• Selling the family home: Tax and Centrelink implications

• Cashing in super before or after death: What can make the best financial sense

• Tax on shares and investments – pre- and post-death

• SMSFs and estate planning: Common traps and compliance issues

• Inheritance decisions: Financial strategies for families

• Q&A

Who should attend:

• Adult children supporting ageing parents

• Retirees and pre-retirees

• SMSF trustees

• Lawyers

Speakers:

Adrian D’Mello CFP® SSA®
Financial Advisor

Adrian has been a Financial Advisor for more than 15 years. He is an Aged Care specialist, helping families navigate the complex Aged Care landscape including cost of care, Centrelink, managing assets like the family home, and ensuring adequate cash flow.

Tim Olynyk LLB, B Com, FTIA
Partner | Head of Tax Advisory

Tim is a lawyer who has close to 30 years of experience in providing specialist tax consultancy services. Tim’s extensive experience allows him to provide alternative solutions so that every transaction is structured to achieve the best possible tax result.

Hanh On CPA
Partner | Head of SMSF Management

With a background in accounting, financial planning and self-managed superannuation, Hanh’s broad cross-section of experience ensures he can provide truly all-encompassing advice.

Webinar details:

Date: 6 November 2025
Time: 4pm-5.30pm (AEST)
Location: The Microsoft Teams link to join the webinar will be sent to you 24 hours before the event. (You do not need the Microsoft Teams app to join, simply click on the link.)

If you have any questions, contact us:
+61 3 9810 0700
events@bgprivate.com.au