Assets for Care
For help with elder abuse: 1300 368 821

Assets for Care

A guide for lawyers to assist older clients at risk of financial abuse

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Financial and tax implications

Note that the age pension is taxable.

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  • Financial abuse
    • Definition
    • Signs of abuse
    • Abusive transactions
  • Lawyer’s role
    • Professional duties
      • Avoid conflicts of interest
      • Advise fully
      • Re capacity and influence
    • Interviewing older clients
    • Being aware of diversity
    • Human rights
    • Costs
    • Referring clients
    • Advice checklist
  • Capacity
    • Is there capacity?
    • How is capacity assessed?
    • Evidence of incapacity
    • Strategies to reduce risk
      • Expert assessment
    • Client lacks capacity
  • Preventive steps
    • Family agreements
      • Form and features
      • Issues to canvass
      • Drafting checklist
    • Centrelink issues
      • Gifting
      • Granny flats
      • Reverse mortgage & home reversion
      • Nominees
      • Carer benefits
      • Centrelink waiver
    • Financial and tax implications
      • Reverse mortgage & home reversion
      • Accommodation bonds
      • Capital gains tax
      • Stamp duty
    • Planning law
    • Wills
  • Relationship breaks down
    • What is the relevant law?
    • Taking instructions
    • Equity
      • Usefulness
      • Constructive trusts
      • Resulting trusts
      • Equitable liens and charges
      • Estoppel
      • Undue influence & unconscionable dealing
    • Contract
      • Breach of contract
      • Is there a contract?
    • Caveats
      • Caveat needed?
      • Caveatable interest?
    • Life estates
    • Criminal law
      • Report an offence?
    • Civil debt and asset recovery
    • Consumer credit
      • Consumer credit protection
      • Unsuitable loans
      • Dispute resolution schemes
      • Banking codes
    • Family violence
      • Intervention Orders
      • Who is a family member?
      • Appropriate conditions
    • Family law
  • Substitute decision-making
    • Powers of Attorney
      • Choosing an attorney
      • Forms of PoA
      • Changing/revoking PoA
      • Capacity to make an EPoA
      • Abuse of EPoA (Financial)
    • Guardianship and Administration
      • VCAT’s role
      • Applying for orders
      • Who to appoint?
  • Sample Family Agreement

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