Morgans’ Your Wealth publication is our half yearly scrutiny into current affairs for wealth management. Our latest Issue 27 is out now.
This latest publication will cover understanding the benefits of a CarePlus annuity for aged care, the proposed Div296 tax, averting a world recession, super and tax next financial year and expectations on how illiquid assets in SMSFs are valued.
Download your copy today to receive the latest insights.
An introduction to the benefits of Challenger CarePlus
Challenger CarePlus offers attractive fixed monthly payments for the lifetime of those requiring aged care, and returns 100% of the invested amount to beneficiaries or the estate upon death. It is suitable for individuals receiving or planning to receive Government-subsidised aged care services. CarePlus combines two products: CarePlus Annuity, providing guaranteed lifetime income with withdrawal and death benefits, and CarePlus Insurance, which ensures the death benefit equals 100% of the initial investment. This provides financial security and estate planning certainty, with lump sums typically paid quickly and tax-free. Investing in CarePlus can also increase Age Pension and reduce aged care costs by lowering assessable assets and income.
Morgans has reviewed a number of these innovative products, the details of which are summarised in the latest publication of Your Wealth.
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