Booklet: Special Disability Trusts (SDT) (Chapter 5 – Do you need medical reports confirming the disability?)

Below is Chapter 5 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below:

Please note that the information in this booklet is current as at the 2024/2025 financial year.

In short, if the beneficiary is not already receiving disability-related Services Australia payments, medical evidence will be required.

The Services Australia Special Disability Trust Assessment team
will assess the beneficiary against the legislated criteria for medical impairment, care needs and work capacity. If Services Australia does not already have the relevant information (because the intended beneficiary is not receiving benefits from Services Australia), evidence needs to be supplied by their medical practitioner. Alternatively, Services Australia will arrange for a work capacity assessment to be carried out by Services Australia.

Services Australia encourages people who are interested in setting up an SDT to contact the Special Disability Trust Assessment team for advice on what information must be provided so that the beneficiary assessment can be conducted.

To download a PDF of our booklet, enter your email below.
Download here

Booklet:Special Disability Trusts

Thanks!

The information contained in this post is current at the date of editing – 11 September 2024.

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:

We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
We only do what we're good at. You can be confident that we know what we're doing and won't pass on the cost of our learning.
For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you're in a dispute, we'll map out the process and costs so you know what to expect.
We're not in this game for our egos. We're in it for a front row seat to witness your success.

We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.