Retirement Villages & Occupation Right Agreements

Choosing to move into a retirement village is a major life decision, and understanding the legal documents involved—especially the Occupation Right Agreement (ORA)—is essential to making the choice that’s right for you. At McCaw Lewis, we help you cut through the complexity so you can enter retirement living with confidence and peace of mind.

Clear, Practical Advice on Retirement Village Living

Retirement village agreements can be lengthy and technical, with important financial and legal implications. Our team specialises in helping clients understand exactly what an ORA means for them, both now and in the future. We explain key terms such as entry payments, weekly fees, maintenance obligations, repayment structures, and what happens when you leave the village.

Protecting Your Rights and Your Future

Your ORA can affect your wider retirement and estate planning, including how your assets are treated and how future care needs are managed. We provide advice tailored to your circumstances so you understand the long-term impact of your agreement and how it fits within your overall plans. Our goal is to ensure you enter into any arrangement fully informed and protected.

Support When Issues Arise

If concerns or disputes come up—whether about village rules, services, fees, or exit procedures—we can help. Our lawyers are experienced in resolving issues with retirement village operators and assisting residents and families to understand their rights under the Retirement Villages Act and related regulations.

A Holistic Approach to Retirement Planning

Retirement village decisions often sit alongside other important legal considerations. Working alongside our specialists in estate planning, property, and elder law, we offer integrated support, including advice on wills, trusts, enduring powers of attorney, and residential care arrangements.

Talk to Us

If you’re considering a retirement village or are reviewing an Occupation Right Agreement, McCaw Lewis is here to guide you. Contact our team today for clear, practical advice that helps you make the best decision for your future.