Step 9.6

What legal documents and other items will I need at the time of the move into an aged care home?

Legal Documents needed at the time of the move

You should read the Aged Care Homes Tab Section 2 ‘Get Set Up’ for a comprehensive outline of recommended legal documents you should consider for the aged care journey.

In this section we review the paperwork required to support the actual move to an aged care home (nursing home) and other items to consider. If you yourself are making the move, it may be wise to gather together the required documents and other key items.

It helps if you can bring information on your life plus those treasured items that you enjoy having around you and which indicate to others who you are and the life that you have lived to this point. Remember, the aged care home (nursing home) will become just that, your ‘home’ and the staff will be ‘living’ with you and caring for you 24 hours a day, 7 days a week. They will want to know about ‘who you are’. 

You are likely to need:

  • Your Government assets and income test documents
  • Evidence that you can afford the ongoing aged care fees 
  • Bank details for automatic payments
  • Enduring Power of Attorney – to make finance, property and legal decisions
  • Enduring Guardian – to make general health and lifestyle decisions
  • Appointment as Nominee – to allow you to deal with the Government and Centrelink
  • Advanced care directive – details your wishes for medical treatment if you can’t speak for yourself
  • Instructions for your file – what you like and don’t like, for instance food or spiritual guidance
  • Personal profile – your history so staff ‘know’ you, including anniversaries
  • Full contact details of all relevant people – include medical specialists
  • Medical history 
  • Personal effects for the room – for comfort and memories


  • Clothes and preferred toiletries

It is also wise to limit jewelry and cash that you bring as there will be residents that get confused.  Ask the manager for advice.

Remember, the aged care home will become just that, your home and the staff will be 'living' with you and caring for you 24 hours a day, 7 days a week.

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A special thanks to our contributors

Jill Donaldson


Jill has been practicing as a clinical physiotherapist for 30 years. For the last 13 years she has worked solely in the Aged Care sector in more than 50 metropolitan and regional facilities. Jill has also toured care facilities in the US and Africa and is a passionate advocate for both the residents in aged care and the staff who care for them. She researches and writes for DCM Media.

Chris Baynes

DCM Media, agedcare101

Chris has been a journalist and publisher in the retirement village and aged care sectors for 11 years. He has visited over 250 retirement villages and 50 aged care facilities both within Australia and internationally. Chris is a regular speaker at industry conferences plus is a frequent radio commentator.

Annie Donaldson

Nurse and Carer

Annie has a long career in both nursing and the media. She has planned and co-ordinated the medical support from both international TV productions and major stadium events. In recent years she has been a primary family carer plus involved in structured carer support.