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Superannuation and Special Disability Trust

by Solomon Forman | Jan 21, 2020 | Presentations for Lawyers

Superannuation and Special Disability Trust (SDT) seem to be unrelated, however from a financial planning point of view there is a connection. The connection point is the Assets and Income Test exemption for Centrelink’s means test benefits. The superannuation...

Ageing Parents and Special Disability Trusts

by Solomon Forman | Jan 21, 2020 | Presentations for Lawyers

The following is a video on how Special Disability Trusts help ageing parents to qualify for an Age Pension, without affecting their dependent child’s Centrelink entitlement.

Estate and Special Disability Trusts

by Solomon Forman | Jan 21, 2020 | Presentations for Lawyers

The following video explains how Special Disability Trusts can support a disabled individual who is also a beneficiary of an estate.

Quick Overview of Special Disability Trust

by Solomon Forman | Jan 21, 2020 | Presentations for Lawyers

The following video explains how a Special Disability Trust works and how it can benefit you and your family.

5 Steps to Establish and Run a Special Disability Trust

by Solomon Forman | Jan 14, 2020 | Presentations for Lawyers

The following video explains how to establish and run a Special Disability Trust for the benefit of a disabled individual.

Recent Posts

  • An In-Depth Look At The Latest on LRBAs
  • Important Court Decision On Binding Death Benefit Nomination
  • Deductible Personal Contributions – A Critical Trap
  • What Should A SMSF Trustee Do If The ATO Call
  • Offset for Spouse Super Contributions

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    Forman Accounting Services Pty Ltd

    Forman Accounting Services Pty Ltd
    ABN 41 145 161 664
    Solomon Forman Tax Agent 19716003

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