Special Disability Trusts
We are focused on your family’s future, which is why we’ll have the best interests of your family in mind when we help you meet your compliance requirements for your Special Disability Trust (SDT).
A SDT allows you to leave assets, such as property or in trust for someone who requires ongoing care. The funds are used to pay for ongoing care, medical expenses, accommodation, and some discretionary expenditure for that person into the future, without affecting their disability support pension entitlements.
Trustees of Special Disability Trusts need to provide annual financial statements that include specific information that complies with the legislative requirements to maintain the Trust’s compliance. Failure to meet these requirements can result in access to concessions being denied.
You value:
Family
More time to focus on supporting your family
Understanding
Gain a better understanding of this complex type of trust
Making the most of opportunities
Maximise your eligibility for concessions
Peace of mind
Rest assured that you’re meeting your compliance obligations
Signum has experience helping others just like you
We make it easy for you to manage yours by simplifying the reporting for you, removing the complexities, and most importantly removing the stress and the hassle. We’ll help you understand your investment compliance restrictions and prepare your annual financial statements and other legislative reporting requirements, so you can focus on providing the best possible care to your family.
Speak to us about how we can help you focus on your family’s future.
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