Benefits & entitlements

ProBono Financial Advice Network

Understanding Insurance Payouts and Personal Tax Implications

Want to learn more about Insurance payouts and tax implications? Nicola Beswick, Certified Financial Planner® will explore everything you need to know about Insurance payouts whether you are in the process of claiming, or already in receipt of a payment. Nicola will also explain the tax implications and provide practical recommendations. (Recorded 4 October 2021)


Handouts: Understanding Insurance Payouts and Personal Tax Implications
 

Understanding Aged Care System Fees

Are you confused about the fee structures regarding the aged care system? Would you like to understand how fees are calculated? Join Financial Advisor, Nicola Beswick as she breaks down the fee structure involved in Aged Care. Nicola will help you to understand what you will and will not have to pay and when. If you are at this stage in your life, you don't want to miss this important webinar. (Recorded 14 July 2021)


Handouts: Understanding Aged Care System Fees
 

Managing Finances - When you own your home but have little in savings

Are you concerned about your financial future? Join Nicola Beswick, Certified Financial Planner® as she explores the scenario of a couple who own their own home but have little in savings. Nicola discusses some of the options a financial planner could help implement and explore the strategies available for others in this situation. (Recorded 10 March 2021)


Handouts: Managing Finances – when you own your home but have little in savings


Managing Finances - When you're receiving the part pension

Are you receiving the part pension? Do you want to know more about the options available for you? This webinar is presented by Nicola Beswick, a Certified Financial Planner®. Nicola will discuss some of the options a financial planner could implement and explore the strategies available for a person receiving the part pension.(Recorded 10 December 2020)


Handouts: Managing Finances - When you're receiving the part pension


Managing your Finances - When you're young and unable to work

Presented by Nicola Beswick, a Certified Financial Planner® at GFM Wealth Advisory. In this webinar, Nicola will look at the scenario of a young person in their 20s or 30s who has recently left the workforce due to their MS. Nicola will discuss their options for income and other strategies should they consider? (Recorded 17 September 2020)


Handouts: Managing your Finances - When you're young and unable to work


Managing your Finances - Mortgages, changes in income and savings

Presented by Nicola Beswick, a Certified Financial Planner® at GFM Wealth Advisory, this webinar will look at the impact of a reduced income on a family of four. In this scenario, Nicola will look at managing your finances when you’re unable to work and your carer/partner has their hours reduced. We explore the situation of the couple with a decline in their savings, tackling a mortgage whilst raising two teenage children. (Recorded 9 June 2020)


Handouts: Managing your Finances - Mortgages, changes in income and savings


Financial Stability during the COVID-19 Pandemic

Nicola Beswick, Senior Adviser at GFM Wealth Advisory will discuss some strategies to stay financially stable during these challenging times. Nicola will cover: what’s going on in the investment markets; what the Govt has done in terms of stimulus and benefits; what benefits exist and what you can consider as part of your plan. (Recorded 3 April 2020)



Handouts: Financial Stability during the COVID-19 Pandemic Info sheet: Understanding AP DSP CSCH LIHC Apr 2020 Info sheet: Early Access to Superannuation Apr 2020 Info sheet: Additional income suport payments Apr 2020


Understand your Superannuation

Learn more about the features of superannuation, what you’re entitled to and how to maximise your superannuation benefits. The following webinar is presented by John Berrill, Insurance and Superannuation lawyer from Berrill and Watson Lawyers. (Recorded February 2020)


Handouts: Understand your Superannuation

Superannuation and Disability Benefits

The following webinar is presented by Sarah Snowden, the Victorian State Practice Group Leader for Superannuation and Disability Insurance at Slater and Gordon Lawyers. (Recorded February 2019)


Handouts: Superannuation Disability Insurance Benefits for those living with Mutliple Sclerosis

Additional Resources

Maurice Blackburn Lawyers - Information sheet : Death & Terminal Illness Benefits
Maurice Blackburn Lawyers - Information sheet : Early Access to Super
Maurice Blackburn Lawyers - Understanding your Superannuation Handout 
Contacts for FREE Super and Insurance advice for MS clients
Wellbeing support: Planning for future care and end of life

 

Upcoming programs

Find out more about upcoming programs. For more information or to register please email education@ms.org.au or contact MS Connect™ (Freecall 1800 042 138).

 





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