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Paying for Aged Care in NZ

🏥 What Aged Care Costs

At some point, many older New Zealanders need residential care, in a rest home or hospital-level care. It is expensive, but there is government help through the Residential Care Subsidy for those whose assets and income fall below set thresholds. Understanding how it is paid for, and the means testing involved, helps families plan and avoid stressful surprises at a hard time.

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Key Point: Residential care is costly, but the Residential Care Subsidy can help pay for it if your assets and income are below set thresholds, decided by a means assessment. Above those limits you generally pay your own way until your assets reduce to the threshold. There is also a maximum weekly contribution cap on what you pay for care. The thresholds and the cap are set by the government and change, so check the current figures. Planning early, and getting advice, makes a real difference.

Types of Care

  • Rest home care for those who need daily support
  • Hospital-level care for higher needs
  • Dementia and specialist care

It Is Means Tested

Whether the government helps depends on a means assessment of your assets and income. If you are below the thresholds, the subsidy contributes; if you are above, you generally fund your own care until your assets fall to the threshold.

📋 The Residential Care Subsidy

How It Works

The Residential Care Subsidy, administered through Work and Income, helps pay for residential care for people assessed as needing it whose assets and income are under the thresholds. There is also a separate clinical needs assessment to confirm the level of care required.

A needs assessment confirms you require residential care
A means assessment checks your assets and income
If under the thresholds, the subsidy contributes to the cost
You still contribute your income, up to a weekly cap on care fees

The Asset Thresholds

There is an asset threshold, and the level differs depending on whether you choose to include or exclude the family home and car in certain situations, such as when a spouse still lives there. The exact figures change each year, so the rule is to check the current thresholds rather than rely on old numbers.

The home is treated specially: The family home and car may be exempt from the asset test in some situations, for example where a partner or dependent still lives in the home. The rules are detailed and change, so get current advice for your circumstances.

Income and the Cap

Even when the subsidy applies, you generally contribute most of your income toward the cost, while the government tops up the rest. There is also a maximum weekly amount you can be charged for care, which protects you from unlimited fees.

🧮 Paying Your Own Way and Planning

If You Are Over the Thresholds

If your assets are above the threshold, you generally pay for your own care until they reduce to the threshold, at which point you may then qualify for the subsidy. This is why the family home is often a central part of the picture, since it is a major asset.

Beware of Trying to Hide Assets

Some people consider gifting assets to fall under the thresholds. Work and Income can look back at gifting and may include gifts above allowed limits in the assessment. Trying to game the system can backfire, so get proper advice rather than acting on assumptions.

Gifting is scrutinised: Giving away assets to qualify for the subsidy is not a simple fix. Gifting above set limits can be counted back into your assessment, and the rules are complex. Seek legal and financial advice before making any such decisions.

Plan Early

Aged care is easier to navigate when planned for, alongside wills, enduring powers of attorney, and clear family conversations. See our estate planning material, and the NZ Government Benefits reference for current support, and confirm thresholds with Work and Income.

Understand the cost of care and the subsidy rules
Check current asset and income thresholds
Get legal and financial advice early
Have wills and powers of attorney in place

💡 Common Mistakes

Mistake 1: Assuming Care Is Free

Care is heavily subsidised for those under the thresholds, but those above generally pay until their assets reduce. Do not assume it is fully covered.

Mistake 2: Relying on Old Thresholds

The asset and income thresholds and the weekly cap change each year. Always confirm the current figures.

Mistake 3: Gifting Assets to Qualify

Gifting to dodge the means test can be counted back and the rules are complex. Get advice rather than risking it.

Mistake 4: Leaving Planning Too Late

Decisions made in a crisis are harder. Planning ahead, with wills and powers of attorney, makes everything smoother.

A Simple Approach

1. Understand care is means tested, not automatically free
2. Check the current thresholds and the weekly cap
3. Know the home may be treated specially in some cases
4. Do not gift assets without proper advice
5. Plan early with wills and powers of attorney

See our Wills and Estate material for the related planning. Final word: aged residential care is costly, but the Residential Care Subsidy helps those under the asset and income thresholds, with a weekly cap on care fees. Those above generally pay until their assets reduce. The thresholds change and the rules around the home and gifting are detailed, so check current figures and get advice. This is general information, not legal or financial advice.

Work it out: Aged Care Means Test Calculator

🎯 Test Your Knowledge

Quiz on Paying for Aged Care (20 Questions)

1. Government help for residential care comes through:
KiwiSaver
The Residential Care Subsidy
A student loan
ACC only
2. The Residential Care Subsidy is:
Given to everyone
A loan to repay
Only for the wealthy
Means tested on your assets and income
3. If your assets are above the Residential Care Subsidy threshold, you generally:
Get full free care immediately
Pay nothing
Pay your own way until assets reduce to the threshold
Are refused care
4. What additional cap applies to your residential care fees?
No limit at all
Maximum weekly contribution cap on care fees
Daily bonus
Tax on care
5. The asset thresholds and the weekly fee cap:
Change each year, so check current figures
Never change
Are set by you
Do not exist
6. A needs assessment:
Checks your bank balance only
Confirms you require residential care
Is a tax return
Is optional
7. A means assessment checks:
Your health only
Your family tree
Your assets and income
Nothing
8. The family home may be:
Exempt from the asset test in some situations
Always counted in full
Never relevant
Given to the government
9. When the Residential Care Subsidy applies, you generally:
Pay nothing at all
Pay everything yourself
Get paid to receive care
Contribute most of your income, with the government topping up
10. Gifting assets to qualify for the Residential Care Subsidy:
Can be counted back; the rules are complex
Always works
Is risk-free
Is encouraged
11. In the means assessment, the family home is often central because:
It is worthless
It is never counted
It pays the care directly
It is a major asset
12. The Residential Care Subsidy is administered through:
Your bank
The Reserve Bank
Work and Income
Your insurer
13. Assuming care is free is:
Correct for everyone
True always
Guaranteed
A mistake; those above thresholds generally pay
14. The Residential Care Subsidy asset threshold can differ depending on:
Your favourite colour
Nothing
Whether the home and car are included in certain situations
The weather
15. The weekly cap on residential care fees:
Increases your fees
Does not exist
Is a bonus payment
Protects you from unlimited care fees
16. Planning for aged care is easier when:
Left to a crisis
Done early, with wills and powers of attorney in place
Never considered
Decided by strangers
17. Before gifting or restructuring assets you should:
Act immediately
Get legal and financial advice
Guess
Copy a friend
18. Types of aged residential care include:
Rest home, hospital-level, and dementia care
Only hospital care
Only home care
None
19. You should confirm the current Residential Care Subsidy thresholds with:
Work and Income
A stranger
Nobody
A social media post
20. The overall message about paying for aged care is:
Care is always free
Gift assets to qualify
Care is means tested with a fee cap; check current rules, plan early, and get advice
Never plan ahead

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