If you would like an overview of the content in this presentation, please provide us your name and email.
If you have a client that can benefit from Special Disability Trust, and you would like to discuss their situation, don’t hesitate to contact us.
Superannuation and Special Disability Trust
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
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
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
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
The following video explains how to establish and run a Special Disability Trust for the benefit of a disabled individual.
