Benefits

If you have a Special Disability Trust you may get a gifting concession and assets test assessment exemption.

The 2 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
  • 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: 4 November 2019