Special Disability Trusts are subject to ongoing compliance obligations.
Trustees must prepare annual financial statements and arrange independent audits to ensure the trust is operating correctly and transparently.
Failure to meet these requirements may impact eligibility for concessions, making compliance a critical responsibility.
👉 This is Step 7 in our SDT series. Read the full overview here.
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Disclaimer and Warning
The information above is of a general nature only. It should not be used as a source to make financial decisions. It’s also important to note that the legislation and figures related to this topic tend to change regularly and therefore the information above may not reflect the current status. We recommend that if you are looking for advice on this matter, you should contact us.