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Our one day Master Class is designed to provide professionals with the skills, knowledge and understanding about Retirement Living and Residential Aged Care

During this master class you will acquire the knowledge and skills to understand the spectrum of accommodation and care options available to senior Australians. The one day master class examines all the relevant aspects of the retirement living and residential aged care.

Attendees will be provided with:

  • A copy of the presentation
  • Workbook
  • Supporting Materials
  • Lunch, morning & afternoon tea
  • Opportunities to network with your peers over lunch
  • CPD/CPE certificate

This activity has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 009841 for 7.75 hours.

Who should attend?

All professionals who wish to examine the range of accommodation and care options available to Senior Australians from a holistic point of view: legal, financial and care.

Master Class Overview - what will you learn?

This workshop is designed for participants to develop an understanding of the range of accommodation and care options available to senior Australians and includes case-based, facilitator-lead examples, individual calculations and group discussions.

You will gain a sound knowledge of the various legislative frameworks and financial arrangements that will potentially impact your clients when they embark upon this expensive and highly emotive journey.

We will also outline relevant strategies to enable you to deliver quality advice to support and guide your clients as they navigate the complexities of the aged care system.

Areas covered include:


  • Identify and discuss the key drivers of the Aged Care industry from the perspective of the individual, government and providers.
  • Identify and evaluate the different accommodation choices for residents.

Residential Aged Care

  • Develop an understanding of residential aged care fees and charges.
  • Consider the legal, financial, access and affordability aspects of a variety of residential care options.

Home Care

  • Explain the different forms of care services available in the home.
  • Assess and calculate the funding and means-tested contributions for home care services.

Granny Flats

  • Explain the different forms of granny flat arrangements.
  • Identify potential legal and financial consequences arising from different arrangements.

Retirement Communities

  • Identify similarities and differences between retirement villages and land lease communities; including the legal and financial arrangements.
  • Explain and calculate the fees and charges applicable to: moving to, living in and leaving a retirement village or land lease community.
Rachel Lane

Brisbane & Melbourne Presenter:
Rachel Lane, Principal of Aged Care Gurus

Rachel oversees the delivery of quality education together with technical and marketing support to professionals dedicated to providing quality advice to senior Australians. Rachel has been working in financial services for almost 20 years and specialising in retirement living and aged care for more than a decade. Consulted by key industry, government and media professionals for expert comments and advice, she is a regular contributor of articles in both industry and consumer media. Rachel holds a Masters in Financial Planning and has co-authored a number of books, including the very popular consumer publication “Aged Care, Who Cares?” and industry text “Retirement Living and Aged Care in Australia”

Jemma Briscoe

Sydney Presenter:
Jemma Briscoe, Head of Research and Technical Advice, Aged Care Gurus

Jemma has recently partnered with Aged Care Guru’s to continue to develop, expand and deliver a variety of accredited retirement communities and residential aged care workshops to Financial Planners, Lawyers and Accountants. Jemma is a lecturer and tutor at the University of Technology, Sydney (UTS) Jemma delivers subjects such as Accounting and Corporate Finance. Jemma has provided consulting advice in course and content development to several private Registered Training Organisations and most recently to the aged care. Jemma has a background in equities research, consulting and public practice accounting.