Financial Protection

Financial Protection information

The following topics are covered here. To navigate click a topic below or ‘back to the top’ to come back to this menu.

Gifts and loans

It is important to differentiate between gifts and loans, particularly before you transfer money or assets to a family member or friend. To learn more, try the following:

Sharing a home with family

Making the choice to live with family members comes with some particular legal considerations. Regardless of the housing situation, it is recommended you seek advice and make formal agreements prior. To learn more:

Reverse mortgages

Reverse mortgages and other methods of raising money from the family home should be considered very carefully. To learn more read:

Where to find financial advice

Approaching retirement (and beyond) often presents people with big financial decisions that need to be approached carefully. In particular, you need to consider who and where you seek advice from, in order to make informed decisions.

Walking with your eyes open video

(UnitingCare, Elder Abuse Prevention Unit)

MoneySmart Website

(Australian Government)

Retirement villages and manufactured home parks

The Caxton Legal website hosts a number of factsheets on topics related to retirement living, retirement villages and manufactured home parks.