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How to Prepare for an Aged Care Assessment | Suncare

Written by Suncare Community Services | Nov 10, 2026, 3:31:32 AM

Preparing for your aged care assessment: what to expect and how to prepare

An aged care assessment is an important step towards accessing Australian Government-funded aged care services. If you are new to the aged care system, it is natural to feel unsure what to expect

You might be wondering what the assessor will ask, what you need to have ready, or how much detail you should share about the things you find difficult.

The good news is that you do not need to have everything perfectly organised before your appointment. An aged care assessment is a conversation about your life, what you can manage independently, where things have become harder and what you would like to keep doing.

A little preparation can simply make that conversation easier.

 

What is an aged care assessment?

An aged care assessment is an assessment of your needs to help determine your eligibility for Australian Government-funded aged care services.

It looks at your circumstances as a whole. That means the conversation is not limited to medical conditions or diagnoses. An assessor may ask about your health, how you manage everyday activities, the support you currently receive, your home environment, your social connections and the things you would like to continue doing.

For someone hoping to continue living independently at home, an assessment may help identify eligibility for entry-level support through the Commonwealth Home Support Programme or more ongoing or complex assistance through Support at Home. An aged care assessment is required to determine eligibility for Support at Home.

 

A few terms you may hear

 

Term

What it means

My Aged Care

The Australian Government’s gateway to government-funded aged care services. You can apply for an assessment through My Aged Care.

Aged care needs assessment

The process used to understand your needs and determine which government-funded aged care services you may be eligible for.

Assessor

A trained professional from an aged care assessment organisation who carries out your assessment.

Support plan

A record of what is identified through your assessment, including your strengths, areas where you experience difficulty, your goals and the types of support that may be suitable.

Support at Home

The Australian Government program providing in-home aged care services for eligible older Australians.

 

Is an aged care assessment the same as a financial assessment?

No.

Your aged care needs assessment looks at your care needs and eligibility for aged care services.

An income and assets assessment is a separate process that may be used to determine how much you are asked to contribute towards certain Support at Home services. For most people who require one, this financial assessment is handled by Services Australia.

 

What happens during an aged care assessment?

During an aged care assessment, an assessor talks with you about how you are managing now, what matters to you and what services could make everyday life easier.

The exact conversation will depend on your circumstances, so there is no single list of questions everyone receives.

Generally, you can expect your assessor to:

  1. Introduce themselves and explain how the assessment works.
  2. Talk with you about your current circumstances.
  3. Ask about your health, daily routine and how you manage activities at home.
  4. Discuss the help you already receive from family, friends, services or health professionals.
  5. Ask about areas where you are experiencing difficulty or have safety concerns.
  6. Talk about your strengths, goals and preferences.
  7. Discuss the types of support that could potentially help you.
  8. Work with you to develop a support plan.

Assessors use questions, observations and relevant information to understand your care needs. For example, the conversation may cover your mobility, personal care, memory, household tasks, medications, social activities or how safely you can move around your home.

So, for example, the conversation may cover your mobility, personal care, memory, household tasks, medications, social activities or how safely you can move around your home.

The aim is to understand your everyday life.

 

Where does an aged care assessment take place?

Aged care assessments are generally conducted in person at your home or current residence.

Being at home can give your assessor helpful context. Something that sounds simple in conversation, such as getting into the shower, reaching the clothesline or walking down the front steps, may be easier to understand when the assessor can see the environment you are describing.

Arrangements can vary depending on individual circumstances, including assessments conducted in hospitals or other settings, so follow the instructions provided by your assessment organisation.

 

Who can be there during an aged care assessment?

You can choose to have someone with you during your assessment.

That might be:

  • A family member
  • A friend
  • A carer
  • Your registered supporter
  • An advocate
  • Another person you trust

Having someone there is entirely your choice. You might prefer to speak with the assessor yourself, or you might find it useful to have another person there to help remember details, ask questions or provide additional support.

A registered supporter can also help you make and communicate decisions about aged care, including during the assessment process.

If English is not your preferred language or you need communication assistance, support is available. My Aged Care provides access to services including the Translating and Interpreting Service, the National Relay Service and sign language support. Independent advocacy is also available through the Older Persons Advocacy Network.


How do I prepare for an aged care assessment?

You do not need to prepare a huge folder of paperwork.

Aged care assessment preparation is mostly about taking some time to think about what daily life actually looks like for you.

Here are a few things worth considering beforehand.

 

1. Think about what has become difficult

Start with your normal day.

Are there tasks you used to do easily that now take longer, leave you tired, cause discomfort or make you feel less safe?

Examples might include:

  • Showering or getting dressed
  • Preparing meals
  • Cleaning or doing laundry
  • Shopping for groceries
  • Getting to medical appointments
  • Remembering or managing medications
  • Walking around your home
  • Using stairs
  • Getting in or out of bed or a chair
  • Gardening or maintaining your home
  • Exercising safely
  • Driving or using public transport
  • Leaving the house
  • Staying socially connected

These are only examples. You do not need to experience any particular problem to be eligible for an assessment.

Try to think about the tasks that are relevant to your life.

For example, saying "I can still cook" may not tell the whole story if standing at the kitchen bench now causes significant pain and you mostly rely on frozen meals as a result.

Similarly, you might technically be able to clean the bathroom, but need two days to recover afterwards.

Those details help explain what managing independently actually involves.

Depending on your assessed needs, available aged care services can range from clinical care and allied health through to cleaning, gardening, transport, social support and home modifications.

 

2. Think about what you want to keep doing

An aged care assessment is not only about what you cannot do. Your goals matter too. Think about what you want to keep doing.

You might want to

  • Keep living independently in your own home
  • Feel safer getting in and out of the shower
  • Keep cooking your own meals
  • Continue looking after your garden
  • Stay strong enough to walk to the local shops
  • Keep attending a community or social group
  • Get back to an activity you stopped doing after an illness or fall
  • Visit friends and family
  • Continue supporting your partner
  • Feel confident getting out of the house

These goals give the assessor a clearer picture of what meaningful support could look like for you.

For example, if staying mobile is important, services such as physiotherapy or exercise physiology may be relevant depending on your assessment. Suncare provides these as part of our clinical care services.

If safety around the home is becoming a concern, assistive technology or changes such as grab rails and ramps may also be worth discussing.

 

3. Make a note of the help you already receive

Think about the people and services that currently help you. That could include:

  • Your partner
  • Adult children or other family members
  • Friends or neighbours
  • Community organisations
  • A cleaner or gardener
  • Your GP
  • Physiotherapists, occupational therapists or other allied health professionals
  • Nursing services
  • Existing aged care services

It is also helpful to explain how dependable that support is.

For example, your daughter may take you shopping every week now, but she may also work full-time and have children of her own. A neighbour might help with the bins occasionally, but that does not necessarily mean they can provide regular support.

 

4. Gather relevant information

Having a few relevant details nearby can still be useful, such as:

  • Your Medicare card
  • Another form of identification if requested
  • Your GP's contact details
  • Contact details for relevant health professionals
  • Information about support or aged care services you already use
  • Relevant referrals or medical information if applicable
  • Details of services you would like to discuss

Your assessment organisation can tell you if there is anything specific they want you to have available.

 

5. Write down your questions

Writing down your questions beforehand can help. You could ask:

  • What kinds of support could help me stay independent at home?
  • What happens once the assessment is finished?
  • What services are available in my area?
  • What options are available if my needs change?
  • Is support available for my carer?
  • Can services take my cultural, language or personal preferences into account?
  • Who should I contact if I think of another question afterwards?

Keep your list somewhere easy to reach during the appointment.

 

What should I tell the assessor?

If you have spent most of your life being independent, saying you need help can feel unfamiliar. You may automatically say “I’m fine” or talk about what you can manage on a good day.

An assessment works best when it reflects your harder days too. Try to describe what a difficult day looks like, as well as a typical one.

If some days are much harder than others, say so. If you can shower independently but worry about falling, explain that. If you can prepare dinner but no longer have the energy to do it every night, mention how often that happens. If your son does the gardening because you cannot manage the mower anymore, include that too. The goal is for the assessor to understand life as you actually experience it, including the hardest days.

Useful things to explain include:

  • How often a difficulty occurs
  • What a difficult day looks like
  • How long tasks take you
  • Whether tasks cause pain, exhaustion or breathlessness
  • Any falls, near misses or safety concerns
  • What happens if nobody is available to help
  • Changes you have noticed over recent months
  • What you can still do confidently yourself
  • What you would like to maintain or improve

The goal is simply to make sure the assessor understands life as you actually experience it.

 

Aged care assessment preparation checklist

Before your assessment, take a few minutes to work through this checklist:

  • Your daily routine: What can I manage comfortably and independently?
  • Challenges: Which everyday tasks have become harder?
  • Safety: Are there activities or places where I feel unsteady or unsafe?
  • Existing support: Who currently helps me and how often?
  • Health: How does my health affect everyday activities?
  • Changes: Have things become harder recently?
  • Goals: What do I want to keep doing, return to doing or do more easily?
  • Services: Are there types of support I want to ask about?
  • Questions: What would I like the assessor to explain?
  • Support person: Would I like someone I trust to attend with me?
  • Information: Do I have relevant ID, contact details and health information available?

Should someone else help you prepare?

If you are supporting a parent, partner or someone close to you, you can help them prepare without taking over the conversation.

You might:

  • Sit down together beforehand and talk through their daily routine
  • Help make a list of questions
  • Gather relevant information
  • Remind them of examples they want to discuss
  • Attend the assessment if they would like you there
  • Provide additional context when invited

Sometimes another person notices gradual changes that are easy to overlook when you live with them every day. For example, Dad might say he still does his own shopping, while you have noticed he now only goes when someone can drive him. That can be useful context, but the person being assessed should remain at the centre of the conversation wherever possible.

 

What if your needs have recently changed?

Tell your assessor about any significant recent changes, particularly if they have affected what you can do day to day.

That could include:

  • A fall
  • A hospital stay
  • Reduced mobility
  • Increased difficulty with personal care
  • Changes in memory or thinking
  • Changes to your vision or hearing
  • A worsening health condition
  • Losing support previously provided by a partner, friend or family member
  • Finding it increasingly difficult to stay safe at home

Try to explain the practical effect of the change.

Rather than only saying, "I was recently in hospital", you could explain that since coming home you have struggled to stand long enough to prepare meals or no longer feel confident showering without someone nearby.

If your needs change significantly after an assessment, support plan reviews and reassessments may be available where appropriate.

 

What if I am waiting for my assessment?

Assessment wait times vary, so there is no single timeframe that applies to everyone.

Timing can depend on factors including the type and priority of the assessment and local assessment capacity.

If your circumstances change significantly while you are waiting, particularly if your needs become urgent or you are concerned about your safety, contact My Aged Care or an appropriate health professional rather than assuming you need to wait for the original appointment.

 

What happens after an aged care assessment?

After your assessment, you will receive information about the outcome.

If you are eligible for government-funded aged care, this can include a Notice of Decision, your support plan and information you need to access approved services.

Once you know your assessment outcome, the next steps may include understanding your funding, considering potential costs, comparing providers and deciding how you would like your approved services delivered.

 

Explore Support at Home with Suncare

Once you have a clearer idea of the support you are eligible for, you can start looking at providers and considering what matters to you.

Suncare is a Queensland-based not-for-profit provider supporting older Australians to continue living at home and staying connected to their communities.

Support can include everyday help around the home, clinical and allied health care, transport, social connection, personal support and services designed to help you stay independent.

If you are starting to explore your options, you can learn about Support at Home with Suncare or browse our aged care services to see the kinds of support available.

Your assessment is simply the starting point. Taking a little time beforehand to think about what is working, what has become harder and what you want to keep doing can help make the conversation clearer and more useful.

 

Frequently asked questions

Can someone come with me to my aged care assessment?

Yes. You can choose to have a family member, friend, carer, registered supporter or another trusted person with you. Independent advocacy support is also available if you would like it.

 

Do aged care assessments happen at home?

Usually. Assessments are generally conducted face-to-face at your home or current residence, although circumstances can vary.

 

What documents do I need for an aged care assessment?

Your assessment organisation can tell you if anything specific is required. It can be useful to have identification, your Medicare details, health professional contact information and any relevant referral or health information nearby.

 

What questions will they ask at an aged care assessment?

Questions vary according to your circumstances. Expect to talk about your health, how you manage daily activities, the help you currently receive, your home and social circumstances, your goals and areas where extra support may be useful.

 

What if I am nervous about my assessment?

That is understandable. You do not need rehearsed answers. Spend a little time thinking about your normal routine and where you need help, write down any questions and consider having someone you trust with you if that would make you more comfortable.

 

Can I ask for an interpreter?

Yes. My Aged Care provides access to interpreting and communication support, including the Translating and Interpreting Service and services for people with hearing or speech impairments.

 

What happens if my needs change after my assessment?

If your care needs, circumstances or goals change, a support plan review or reassessment may be appropriate. Contact My Aged Care or discuss the change with your provider to understand the next step.