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 $12,000 for the 2018/2019 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
This information was printed Sunday 19 May 2019 from https://www.humanservices.gov.au/individuals/services/centrelink/special-disability-trusts/you-need-know/using-special-disability-trust-funds 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: 1 July 2018