Special Disability Trusts

Future planning for sons and daughters with a severe disability

This type of trust is established for succession planning by immediate family members for the future care and accommodation needs of a person with a severe disability.

The Government has introduced this initiative to assist immediate family members of people with severe disabilities to make a private financial provision, through a Special Disability Trust, for the future care and accommodation needs of that person with a severe disability.

This initiative allows immediate family members, of Age Pension age, to give to a complying Special Disability Trust (SDT) and receive up to the value of $500,000 (combined) exempt from the deprivation provisions.

This exemption is for age or service pension customers from Centrelink or the Department of Veteran’s Affairs.

The Government has also introduced taxation concessions for Special Disability Trusts.

How can I find out more about Special Disability Trusts?

• Visit the Department of Families, Housing, Community Services and Indigenous Affairs website.
• Visit the Australian Taxation Office website for taxation concession information.
• Read the Special Disability Trusts factsheet in our publications section.
• Contact Centrelink's Special Disability Trust Team on FreeCALL™1800 734 750