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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Research the aged care system in Australia
   • Research scope of market for aged care accommodation services
   • Analyse types of aged care accommodation and services available in Australia
   • Determine options for independent living services and impact on individual’s expenses
   • Review structure of aged care system in Australia and identify processes for gaining access to aged care services
2. Provide information about aged care to clients
   • Communicate with client regarding aged care according to professional protocols, regulatory requirements, and organisational policies and procedures
   • Explain to client the user pays principles underlying aged care fees based on an individual’s assets and income
   • Identify relevant categories of fees and how they are calculated
   • Communicate options available to client in paying aged care fees and considerations involved in the decision
   • Describe how the former home decision affects aged care fees
   • Outline process to access government care subsidies
   • Describe opportunities to manage cash flow and reduce fees
   • Refer client to sources of specialist information or advice to address specific personal needs
3. Outline the effect of aged care on social security payments and estate planning in a superannuation context
   • Explain Centrelink or Department of Veterans’ Affairs (DVA) assessment of aged care fees and the impact on a client’s Centrelink and DVA entitlements
   • Explain process of moving to aged care accommodation and the impacts on a client’s Centrelink or DVA pension
   • Describe the effect of moving into aged care on superannuation assets
   • Outline treatment of superannuation and income streams in the means testing arrangements
   • Describe financial and emotional decisions that need to be made in relation to the former home and the impact this may have on Centrelink or DVA pension entitlements
   • Explain to client estate planning considerations affecting aged care decisions and funding the fees

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and provide information of aged care options to at least three different superannuation clients; at least two of whom must be referred to sources of further information on aged care issues.

In the course of the above, the candidate must:

convey and explain calculations involved in aged care fees and Centrelink and/or Department of Veterans’ Affairs (DVA) entitlements

use effective communication strategies appropriate to client when providing information.

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Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements required to be followed when providing factual information or general aged care advice to superannuation clients

organisational policies and procedures relating to providing information on aged care to clients

structure of aged care system in Australia

process to gain access to aged care services

difference between providing factual information, general advice and personal advice in superannuation

overview of the types of aged care accommodation and services available

estate planning considerations affecting aged care and their impact on retirement planning decisions

process of appointing a power of attorney and when this would be required

importance of non-financial and emotional decisions and their impact on family decision-making relating to aged care

impact on client’s entitlements from Centrelink and/or the Department of Veterans’ Affairs (DVA) of obtaining aged care services

various independent living services available in retirement.

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