Special Disability Trusts

Using Special Disability Trust funds

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‚Äôs 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

Page last updated: 12 May 2018