Confidential consultation regarding the benefits of Special Disability Trust
The consultation will be conducted in the following manner:
- Based on your personal information, we will discuss the benefits that Special Disability Trust (SDT) can provide you.
- We will answer your questions regarding how an SDT works.
- We will provide a cost-benefits analysis that works out the financial gain if you use the SDT, taking into consideration the establishment and running costs of the trust.
- We will provide you with a step by step action plan to establish and run the trust.
- You will also receive a written report summarising the meeting.
Consultation may take between one to two meetings.
We offer face-to-face meeting in our offices in Bondi Junction NSW or online meeting using Skype.
Our special discount charge is $900. You can get a further discount of $80 if you pre-pay for the meeting (see below).
It is important to note that to become a beneficiary of a Special Disability Trust, a person needs to be defined as “severely disabled”. It is advisable for you to contact the Department of Human Service’s Special Disability Trust Team (1800 734 750) to confirm the eligibility of the intended beneficiary before setting up the meeting. Click here to read about the definition of “severely disabled”.
Book a Meeting
Please use our booking system below to organise a time to meet either face-to-face or over Skype.
Our office is located at Suite 501, Level 5, 55 Grafton St, Bondi Junction 2022.
If you do not have a Skype account, click here to create one.
A pre-payment option is available to obtain a further discount of $80. You can use either the BPay option, or deposit via bank.
The final discounted price is $820
Forman Accounting Services
Account Number : 904138440
Use your name as the payment reference
To use credit card or PayPal click bellow
Special Disability Trust Video Presentation
Below is our 9-minute video presentation on how a Special Disability Trust can benefit you.
Forman Accounting Services Pty Ltd
ABN 41 145 161 664