Benefits of Special Disability Trusts

If you have a Special Disability Trust you may get a gifting concession and assets test assessment exemption.

The benefits of a Special Disability Trust are:

  • that a gifting concession of up to $500,000 combined is available for eligible family members of the principal beneficiary and
  • that an assets test assessment exemption of up to $657,250 (indexed 1 July each year) is available to the principal beneficiary

We recommend that you consult a financial adviser or solicitor for advice before establishing a Special Disability Trust.

Page last updated: 22 September 2017