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Adviser Resources

Seniors Equity Release
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  3. Downsizer Contributions
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Accreditation

Scenarios

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Fact Sheets & FAQs

  • Downsizer Contributions Explained

News Feeds

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Videos/Webinars

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Presentation Material

  • Australia’s retirement income policy and changes

  • An overview of the equity release market and outlook

  • An overview of the residential property sector with a focus on retirement income

  • The downsizer legislation and rules and what advisers really need to know

  • Seniors Equity Release, a financial product for advisers

  • A case study on downsizing under the legislation

  • An overview of the legal implications in relation to intergeneration retirement income planning

  • The PI implications of providing retirement income advice

  • The impact on future practice values for advisers who include retirement income for senior Australians

Calculator

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Documents

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More Resources

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“man will never discover new oceans if he doesn’t have the courage to lose sight of land”

Domacom
Property Council of Australia Member
Equity Release Industry Council
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