PI & Disability Solutions

 
 
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The Aged Care Specialists Group provides a unique service through its Personal Injury Specialist Adviser™ (PISA™) program.

 

This program has been created by leaders in the health, disability and ageing sectors working closely with specialist legal, actuarial, tax, audit and financial planning experts.

The PISA™ program has been specially designed for clients who have acquired disabilities and may or may not require residential care. Some of these clients are aged and others are below age pension age. The service also benefits those who have received compensation for their disability and do not need residential care.

Recognised as an appropriate service by the Department of Ageing, Disability and Home Care in New South Wales, as well as the country’s largest national care provider, this program helps people who have received a personal injury and or have suffered a disability.

Current ATO, Centrelink and APRA legislation is considered in this program as appropriate for clients.

The PISA™ program provides a solution for clients to optimise Centrelink benefits (both dollar and concessions), improve PAYE and PAYG taxes, reduce residential and care costs, and generate a surplus income and improve estate planning. You should only trust an Aged Care Specialist Adviser™ or a PISA™ to deliver advice solutions to these clients.

 
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How does the PISA™ program work?

Every PI and disabled client receives a tailored advice solution to meet their income needs, lower their tax, maintain and grow their wealth, lower their risks, meet and fund their care plan needs, plan their estate and optimize their Centrelink entitlements. Investment solutions may also be offered in this process.

 

Who is helped by the PISA™ program?

It has been specially designed for clients who have acquired disabilities and may or may not require residential care. Some of these clients are aged and others are below pension age.

 
 

How will the PISA™ program help me?

By ensuring you meet income needs, lower your tax, maintain and grow wealth, manage risk, implement estate planning and optimise Centrelink benefits.

 

How do I find a PISA™?

Click here to find your nearest adviser who will provide detailed assistance with all your personal injury issues relating to settlements, investments and planning your life.

 
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Provide a tailored approach to improved tax effectiveness

Tax systems for not-for-profit, charitable and traditional business structures change dramatically. Our advisers are fully trained to assist you.

Photographs – Retirement Village, ILU, High & Low Care Facilities, Demountable/Caravan Park