by Solomon Forman | Nov 4, 2025 | Age Pension Assist
From 20 September 2025, several key updates will apply to the Age Pension and Commonwealth Seniors Health Card. Deeming Rate Increase The deeming rates used to assess income from financial assets will rise by 0.50%. Low deeming rate: 0.75% (up from 0.25%) Higher...
by Solomon Forman | Oct 29, 2025 | Special Disability Trust
A Special Disability Trust (SDT) is a powerful way for families to plan for the long-term care, comfort, and financial security of a loved one with a severe disability. It gives peace of mind knowing that your family member will always be supported — both now and in...
by Solomon Forman | Oct 6, 2025 | Special Disability Trust
Key Thresholds and Limits (Effective 1 July 2024) Category 2024–25 Figure Description Assets Test Limit $781,250 Amount exempt from Centrelink/DVA assets test for the principal beneficiary. Indexed annually on 1 July. Annual Discretionary Spending Limit $14,000...
by Solomon Forman | Oct 6, 2025 | Special Disability Trust
Key Thresholds and Limits (Effective 1 July 2025)Category2025–26 FigureDescriptionAssets Test Limit$832,750Amount exempt from Centrelink/DVA assets test for the principal beneficiary. Indexed annually on 1 July.Annual Discretionary Spending Limit$14,750Maximum amount...
