STAR: Study Tours for Aged-positive Research

James Underwood & Associates partnered with Paynter Dixon to organise their first STAR in February 2013. 18 aged care professionals travelled through Germany to learn about the German aged care model. 

James Underwood of JU&A and Erica Lambert of Paynter Dixon also presented the Australian aged care model to German aged care providers. Click here for a copy of their presentation.

Conferences and Workshops

James Underwood is a regular presenter at state and national conferences including Aged Care Qld (now LASA Qld, ACSA and ACAA (now LASA).

James also presents at state-based conferences for individual organisations as well as strategic planning workshops at facility level.
Please click on the below to view recent conference presentations.

LASA Q  "Captializing on Aged Care Subsidies - A conversation with DSS and DHS" Workshop, Jindalee, February 2015: Review of Commonwealth Aged Care Subsidies and Payments

Manad User Plus Seminar, Melbourne and Sydeny, October 2014

Lifepath Financial Planning Seminar, Brisbane, August 2014

Aged Care Services Australia (ACSA) National Conference, Adelaide, September 2014: Ageing in Place

Leading Age Service Australia (LASA Q) State Conference, April 2014: Getting Ready for LLLB

Leading Age Services Australia (LASA) National Conference, Sydney, August 2013: The Impact of Consumer Directed Care on the Australian Aged Care System (with reference to the German experience) 

Leading Age Services Australia (LASA) Inaugural Congress, Perth, October 2012: Workshop 3 - Aged Care Reform: Living Longer, Living Better

Intergenerational Spaces and Programs, Sydney and Melbourne, September 2012: Co-locating Residential Aged Care and Child Care, "the Bridge"

ACAA National Congress - Adelaide,  November 2010 : Achieving the Right Income Stream through the Right Strategies

ACQ Contemporary Living Forum - Eight Mile Plains, Oct 2010 : Getting the Mix Right

ACAA - Aged Care in an Election Year -  Perth, June 2010: Positive Strategies in Residential Aged Care

ACAA National Congress - Melbourne, November 2009 :
Interaction and Overlap - Residential Care and Retirement Villages 
Successful Operating and Expansion Strategies in Residential   Aged Care

Retirement Communities World, Sydney April 2008

ACAA Hobart November 2008 - The Impact of ACFI

ACAA Hobart November 2008 - Extra Services & Income Maximisation

Journal Articles

James Underwood also regularly has articles published nationally in a variety of major industry newsletters and magazines. 
Please click on the articles below to view.

LLLB a Boon for The Bush - Australian Ageing Agenda May/June 2013

Home Care Potential for Retirement Village Sector - Australian Ageing Agenda Newsletter August 2013

Diversified Retirement Villages: The Real PC Winners - Australian Ageing Agenda May/June 2011

Finance After EBITDA - Australian Ageing Agenda - May/June 2009

Beyond the Mixed Messages - Australian Ageing Agenda - July/August 2008

The Highs and Lows of Residential Care - Australian Ageing Agenda - January 2007

Bonds in High Care Without the Pain - Australian Ageing Agenda - November 2005

New Options in Aged Care - National Healthcare Journal  (Now Australian Ageing Agenda) - Nov 2004


Other JU&A Articles

The Canaries in the Mine

James wrote this article for use by a major aged care group very concerned about the possibility of their capital holdings falling as a result of the requirement to give all new residents the option to pay a DAP instead of a lump sum.

 A fall in lump sums could result in breach of their banking covenants

James suggests that, if consumers actually did move to paying by daily payments instead of lumps sums, then smaller rural and regional low care services would be the first to "run out of cash” and this should force the government to change policy to fix the problem.

They are the “canaries in the mine”.

Click here for full article

StopLoss Mechanism - A Solution to Likely Loss of Bond Lump Sums from 1 July 2014

JU&A was asked to research solutions to concerns regarding a possible “flight of capital” for some residential aged care providers following the commencement of optional payment of lump sums from 1 July 2014. 

Following is James Underwood’s paper with one solution to this challenge: StopLoss Mechanism - A Solution to Likely Loss of Bond Lump Sums from 1 July 2014.

JU&A Response to the Consultation on the Draft Guide and Application Form for Accommodation Payments above $550,000 (Level 3 RADs and DAPs)

James Underwood & Associates has submitted comments to the Aged Care Pricing Commissioner on 13 Jan 2014, in response to the public consultation on Level 3 RADs/DAPs draft guide and application form. JU&A’s paper can be found here

LLLB will assist Regional, Rural and Remote (RR&R)

In 2013, JU&A has further reviewed the information issued by the Department of Social Services and the possible impacts of the new accommodation payments as part of LLLB. JU&A has found that it will assist Regional, Rural & Remote providers (RR&R)


This information is broad information on general topics and does not constitute advice, nor should it be used or relied upon as advice. Specific advice should always be sought on specific matters. No responsibility for loss occasioned to any person acting, or refraining from acting, in reliance upon any material on this website is accepted by any of the directors or staff of the firm.