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...
by Solomon Forman | Jan 16, 2024 | Special Disability Trust
The Role of Accountants in Special Disability Trusts (SDTs) Special Disability Trusts (SDTs) are a lifeline for individuals with severe disabilities. They provide financial support and long-term security, ensuring ongoing care for beneficiaries. However, managing an...
by Solomon Forman | Jan 12, 2024 | Special Disability Trust
Who Can Contribute to a Special Disability Trust? Special Disability Trusts (SDTs) provide families and communities with a clear and secure way to financially support individuals living with severe disabilities. Although these trusts are designed to receive...
by Solomon Forman | Jan 9, 2024 | Special Disability Trust
How to Maintain Compliance in a Special Disability Trust In Special Disability Trusts, compliance protects the financial security and well-being of individuals with disabilities. To qualify as a complying trust, trustees must meet and maintain several key conditions....
