How to use it

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’s dental and medical expenses, including membership costs for private health funds
  • pay the maintenance expenses of the trust-property assets
  • spend up to $12,250 for the 2019/2020 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

To find out more about Special Disability Trusts either:

Page last updated: 17 January 2020