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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.

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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.

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