Specialist tools

    Aged Care Tax & Legal Research Australia

    Explore Australian aged care fees, accommodation, means testing and related tax questions. Research the person's care history, assets and dates to assess the options.

    AUSTRALIAN TAX

    A focused workflow inside Australian Tax.

    Explore aged care fees, means testing, accommodation arrangements and related tax and pension questions.

    Select Australian Tax in Cassandra, then choose Aged Care for this specialist workflow.

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    Ways to use Aged Care

    • Research residential care or Support at Home fee and means-assessment questions.
    • Explore accommodation payment arrangements and the treatment of the former home.
    • Examine interactions between aged care, pension, tax and estate planning decisions.

    What to bring to the conversation

    • Provide assessment, care entry, agreement and payment dates, including any prior care arrangements.
    • Describe assets, income, home ownership, relationship circumstances and relevant jurisdictions.
    • Supply fee notices, accommodation agreements and the proposed sale, gift or family arrangement.

    What to check before using the output

    • Check the person's transitional cohort and the rules and parameters applying at each relevant date.
    • Keep tax and legal analysis separate from clinical decisions, and verify any State-specific property or estate issues.

    Related tools for this workflow.

    Professional tools. Professional judgement.

    AI outputs need independent verification. Engine access depends on your plan and current platform settings. Catalogue reviewed 19 October 2026.

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