Cam Ansell: The new Aged Care Act brings stability to the investment outlook, but not the sweeping reform envisioned by the Royal Commission.
SOURCE

Recent analysis from Ansell Strategic highlights growing financial pressure across the home care sector as Support at Home reforms continue to take shape. With indicative pricing benchmarks emerging and potential caps under consideration, many providers are already operating close to or above national median prices, limiting future revenue flexibility.

At the same time, constrained package numbers and slower supply growth are restricting opportunities for organic expansion. Combined with rising costs, these conditions are expected to place further strain on provider margins, accelerating sector consolidation and prompting some organisations to exit altogether.

Pressure is also evident in residential care, where new bed supply continues to lag behind demand and occupancy rates remain high. While the new Aged Care Act has provided greater regulatory clarity, investment in new capacity has yet to recover, leaving providers to operate in an increasingly competitive and resource-constrained environment.In this context, operational efficiency, financial visibility and strong governance are critical. Digital platforms like CareVision support providers by improving cost control, strengthening service oversight and enabling more informed planning across funding and care delivery. As the sector adjusts, providers with the right systems in place will be better positioned to remain sustainable and resilient.