Aged Care Specialists ACSA™ Advisers work with Retirement & Residential Care facility managers and operators to provide an assessment of their funding model, in conjunction with a rolling 10-year cash flow and capital expenditure model.
Our Aged Care Investment Service (ACIS ™) is a specially designed investment solution used by our trained Aged Care Specialist Advisers™ and is unique in the aged care investment market. This service delivers a valuable solution in a market that has demonstrated demand and is undergoing significant growth, while at the same time dealing with complex legislative reform.
The ACIS™ market potential is based on 6 key issues:
- The ageing population increasing demand for aged care services
- Growth in the Aged Care Accommodation Bond/RAD market,
- Growth in the area of Upfront Management Fees, and service fee models for optimal resident solutions
- Government requirements on reporting of accommodation bonds by aged care facilities
- The complexities of providing aged care compliance and investment advice
- The ability to service Independent Living Units as well as High & Low Care Facilities, Retirement Villages, and Demountable/Caravan Parks
Our comprehensive service helps operators, managers and trustees to target and achieve long-term wealth to fund future growth by assisting the facility’s investment business.
Greatly lower operator/trustee liability
Trustees should not lend money held in trust to themselves or other associated entities. We understand that there are many facilities in breach of this at the moment. The penalties for non-compliance in this area are fines and jail terms for corporations, directors and individuals in breach under FSRA.
At ACS, we take care of systems and prudent structures which protect the trustees of the facility from poor investments and poorly thought out strategies for the governance of the bond monies. A statement of advice from ACIS, which professionally meets the financial needs of the facility, gives clear protection for trustee and facility owners.
Assist with cash flow management
We help with cash flow management. We can also assist in the management of your RAD/ Bond register; your time is freed up to allow you to actively manage your facility.
Help your clients gain advantages by lodging higher value bonds
Who knows what the future holds for ongoing funding for this industry?
ACS takes a professional view of investment alternatives for facilities with a unique focus on what is the best solution for the residents, and around 80% of residents nationally are better off with advice solutions which also benefit the facility financially.
Reporting is instantly accessible via the internet. When values increase over the term of the investment, the residual is profit for the enterprise and can then go back into expansion, additional resident resources or in the refurbishment/ maintenance of the facility.
These results are achieved in optimal security situations for residents and facilities alike.
Improve your monthly and annual liquidity situation with enhanced security
It is clear that those facility clients who have invested in our unique modelling strategies have made more than what they would have paid in more traditional structures.
This puts them ahead of the game when viewed as an appropriate wealth creation strategy and an active part of the business venture.
Provide a tailored approach to improved tax and wealth creation effectiveness
Tax systems for not-for-profit, charitable and traditional business structures change dramatically. Our advisers are fully trained to assist you with advanced tax planning and wealth creation strategies.
Provide a tailored approach to improved tax and wealth creation effectiveness
Tax systems for not-for-profit, charitable and traditional business structures change dramatically. Our advisers are fully trained to assist you with advanced tax planning and wealth creation strategies.
New Funding models for ILU & RV operators
Over the last 3 years, the team at ACS have been working with National Industry groups, as well as leading law firms, accounting firms, Governmental bodies, etc.
What has evolved from this, is a unique, robust and profitable advice solution for residents, which also delivers enhanced gain to the facilities.
These solutions are ideal for funding the anticipated trebling of the ageing demographic over the next 3-4 decades in the Retirement living industries.
It also opens up exciting, new opportunities for the younger disabled cohort to break free from traditional, high care Residential Care accommodation.