by Solomon Forman | Feb 5, 2020 | Special Disability Trust
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... by Solomon Forman | Feb 5, 2020 | Special Disability Trust
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... by Solomon Forman | Feb 5, 2020 | Special Disability Trust
What is it? The Special Disability Trust (SDT) is a trust structure established to provide for a person with severe disability. The benefit using SDT: Concessional for means tested for Government Pension like Aged Pension or Carer Pension Gifting Concession for... by Solomon Forman | Feb 5, 2020 | Special Disability Trust
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. It is advisable before the SDT has been established that the... by Solomon Forman | Feb 5, 2020 | Special Disability Trust
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... by Solomon Forman | Feb 5, 2020 | Special Disability Trust
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 is some...
Recent Comments