Tax & AccountingJune 24, 2020

Special disability trusts

Using special disability trusts in aged care.

Special disability trusts (SDT) allow family members to make financial provisions for a loved one with a disability. The Trust receives special treatment for both pension and aged care means assessments for the disabled person and can also provide benefits to the donor without breaching the gifting rules.

In this webinar we will cover the following:

  • Are SDT’s an effective tool for Aged Care Advice?
  • When can they be used and What can they be used for?
  • How are they assessed for pension and aged care?
  • What are the tips and traps to special disability trusts?

This practical webinar will explore the legislative requirements of establishing a Special Disability Trust, the pension and aged care means assessment of SDT’s, some of the key tips and traps to be aware of, and show case studies of where a SDT plays an effective financial planning role.

Webinar learning outcomes

Understand the structure and role of a SDT when delivering Aged Care advice. In particular understand the following financial impacts of

  1. Creating a SDT, for who and why
  2. Limitations of SDT’s
  3. Pension and aged care means assessment for the beneficiary
  4. Pension and aged care means assessment for the donor
  5. Role of the SDT in financial planning

Suited to

Industry Professionals, Financial Planners, Para Planners, Accountants and Lawyers.

Presenter bio

Rachel Lane is the Principal of Aged Care Gurus where she oversees a national network of specialist advisers. She has co-authored a number of books including the very popular “Aged Care, Who Cares?” with Noel Whittaker and writes a regular column for Fairfax Money. Rachel has specialized in Retirement Living and Aged Care for over a decade and holds a Masters in Financial Planning.

You will be provided with:

  • PowerPoint presentation slide deck
  • Any Supporting documentation
  • Webinar Recording to view multiple times for up to six months
  • An opportunity to ask questions to the presenter
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