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What are the Requirements?

January 13, 2016 By

The trust deed must meet specified requirements to be classified as a special disability trust.
For the concessions to be available the trust must adhere strictly to those rules and be established for the sole purpose of providing care and accommodation for the principal beneficiary.

The special disability trust must not pay for things that would ordinarily be day to day expenses not connected with the disability and cannot be used to pay immediate family members for providing services.
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  • Home
  • About
  • Focus
    • Estate Planning
      • Probate
      • Estate Administration
      • Inheritance Claims
    • SuperAnnuation & Death Benefits
    • General Commercial Drafting & Transactions
    • Family Law
      • Family Law Property Settlement
      • Family Law – Childrens Matters
    • Conveyancing and Form 1 Preparation
  • Team
    • Greg Welden
    • Jason Coluccio
    • Maddalena Romano
    • Joanna Diamantopoulos
    • Natalie Rossi
    • Anna Arace
  • News
  • Contact