The funds of a Special Disability Trust are intended to meet the reasonable care and accommodation needs of the principal beneficiary.
The trustee is able to:
- pay for the beneficiary’s dental and medical expenses, including membership costs for private health funds
- pay the maintenance expenses of the trust-property assets
- spend up to $11,750 in a financial year on discretionary items not related to the care and accommodation needs of the beneficiary. This expenditure should remain compliant with the legislative requirements of a Special Disability Trust