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 $669,750 (indexed 1 July each year) is available to the principal beneficiary

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

This information was printed Tuesday 21 May 2019 from https://www.humanservices.gov.au/individuals/services/centrelink/special-disability-trusts/you-need-know/benefits It may not include all of the relevant information on this topic. Please consider any relevant site notices at https://www.humanservices.gov.au/individuals/site-notices when using this material.

Page last updated: 10 May 2019