Collecting information and making a plan will help you achieve the
future you want. Health, income and values will all play a part in
decision making, but here are some things to consider:
Organising your money
Help to figure out your goals, retirement savings and how to
make it happen
Making a will
Providing for family and stating how you want your affairs
managed after you're gone
How to make a will
Checklist for writing a will
Advance Care Planning
Advance Care Planning (or ACP) is the
process of thinking about, talking about and planning for
future health care and end of life care.
"Living for today, planning for
tomorrow" Link to video
Enduring Power of Attorney
Naming who you want to look
after your affairs if you are no longer able
Pre-Paid Funeral Trusts
Put money aside to pay for a funeral and related costs
Gifting and Residential Care
Allowable gifting if you plan to apply for Residential Care Subsidy
Acting as guarantor
Agreeing to repay someone else’s debt if they cannot