Blog / Special Disability Trusts

What is Special Disability Trusts 05 Oct 2017

Watch 8 minute video on - What are Special Disability Trusts

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Income Test and Asset Test Explained 28 Sep 2016

An explanation of how the income test and asset test works.

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Severe Disability Definition 28 Sep 2016

To be eligible to be a beneficiary of a Special Disability Trust, the disabled person must meet the definition of severe disability under section 1209M of the Social Security Act 1991.

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Trustee of a Special Disability Trust Explained 28 Sep 2016

The Special Disability Trust (SDT) is a trust structure established to provide for a person with severe disability. The trust structure includes the trustee who becomes the legal owner of the trust. Whereby they control the trust assets. The following gives some information about who can be trustee, and what are there responsibilities.

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Special Disability Trust - Asset and Income Test and Taxation Benefits 28 Sep 2016

The Special Disability Trust (SDT) is a trust structure established to provide for a person with severe disability. There is no limit on the value of assets held in the trust. However, there are limits regarding the concessional effects for the asset tests and income tests for the beneficiary and there are some taxational benefits following are an explanation.

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Special Disability Trust - Assessment 28 Sep 2016

The Special Disability Trust (SDT) is a trust structure established to provide for a person with severe disability. The trust can only have one beneficiary and a beneficiary can only be a member of one SDT.

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Special Disability Trust (SDT) Simple Explanation 14 Sep 2016

The Special Disability Trust (SDT) is a trust structure established to provide for a person with severe disability.

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Trust - Simple Explanation 14 Sep 2016

Trust is a legal arrangement that allows for the separation of legal ownership from the beneficial ownership of an asset. An example of a common trust structure in Australia is a Superannuation Fund where the member is the beneficial owner however the legal ownership ie. the control, is held by the trustee of the super fund.

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Special Disability Trust – Case Study 14 Sep 2016

Maryanne and Edward are a married couple aged 66 living in their own home. They have two children Rachel aged 38 and Tony aged 40. Tony is severely disabled and is receiving disability pension as well as being financially supported by Maryanne and Edward for his accommodation and health expenses.

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