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 $681,750 (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.

Page last updated: 25 June 2019

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