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Important updates to Education Flyers & Strategy Text

Overview of our quarterly education flyer and strategy text review

Updated over a week ago

The following itemises the updates applied to Advice Designer's native Education Flyers and Strategy text library.

⚠️Note: These changes will not take effect within custom education flyers or strategies created within Organisations, Licensees or Workspaces.

Strategy Flyers

  • Commence a Home Care Package - now renamed “Commence a Support at Home Program.” (Note: As of 1 Nov 2025, the Support at Home program replaces the Home Care Packages and Short-Term Restorative Care programs.)

    • Updated references to “Home Care Package” to “Support at Home,” and added the lifetime contribution cap of $135,318.69 within 'Things you should know' section

  • Enter Aged Care Facility & Restructure your Finances - Aged care MPIR interest rate changed from 7.78% to 7.65%.

  • Removal of bracketed text (“previously known as level/stepped”) from the variable and variable age-stepped premium points in the 'Things You Should Know' section for the following insurance strategies:

    • Adjust your personal insurance cover

    • Establish your Risk Protection Plan

    • Apply for Life & Total and Permanent Disablement (TPD) Insurance

    • Apply for Life Insurance

    • Apply for Total and Permanent Disablement (TPD) Insurance

    • Apply for Trauma Insurance

    • Apply for Income Protection Insurance

    • Apply for Accidental Life Insurance

    • Apply for Business Expense Insurance

    • Apply for Business Protection Insurance (Key Person) - Debt

    • Apply for Business Protection Insurance (Key Person) - Revenue

  • Additional dot point detailing applicable retirement bonuses offered by industry super funds for the following strategies within the Things You Should Know section:

    • Commence an Account-Based Pension

    • Commence an Annuity Income Stream (Super money)

    • Commence a Transition to Retirement Income Stream with salary sacrifice

    • Commence a Transition to Retirement Income Stream

    • Consolidate Super into your Self-Managed Super Fund

    • Consolidate your Super Funds

    • Rollover your Super Fund/s

Education Flyers

  • Carer allowance - the carer allowance has been increased from $159.30 to $162.60 per fortnight.

  • Aged care - Updated references to “Home Care Package” to “Support at Home". Basic Daily Fee section, removal of outdated home care daily fee.

  • Family Tax Benefit - Family Tax Benefit Part A updated: the maximum rate now applies for adjusted taxable incomes up to $66,722, with payments reducing by 30¢ for each dollar over $118,771 until they are nil.

  • Carer payment - included a 14-day reference for reporting asset increases within the 'Things to Consider' section, and an additional point about DVA payments and Carer Payment eligibility.

  • Annuities - updated guaranteed period details for fixed-term annuities.

  • Downsizer contribution – minor wording changes and transfer balance cap details added under the "Things to think about" section.

  • DVA service pension - Additional information on the two main categories of financial support for veterans and the option to claim a Service Pension online via “MyService.”

  • Transition to Retirement Income - additional note on reversionary pensioners and a minor clarification regarding preservation age for setting up a TRIS.

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