Special Disabiity Trusts

Special Disability Trusts (SDT), introduced in 2006 by the Federal Government to offer additional benefits to support individuals with severe disabilities. These trusts should be considered for those planning the long-term care and accommodation needs of a loved one with disabilities.

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Considering a Special Disability Trust (SDT) can be worthwhile, especially given the potential Centrelink and tax concessions it offers. However, the rules governing SDTs can be intricate. This is where our principal can provide valuable assistance, guiding you through the complexities and ensuring that you navigate the rules to maximise the benefits available for the well-being of your loved one. We can help you to understand the tax concession, minimise the tax you pay and manage the annual reporting requirement.

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