Booklet: Special Disability Trusts (SDT) (Chapter 8 – What is the effect of the assets test assessment exemption?)

Below is Chapter 8 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 7 – What is the effect of the ‘gifting concession’?)

Below is Chapter 7 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 6 – What are the advantages of an SDT?)

Below is Chapter 6 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
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: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 3 – What can an SDT pay for?)

Below is Chapter 3 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 4 – What are the eligibility criteria of an intended beneficiary? Chapter 5 – Do […]
Booklet: Special Disability Trusts (SDT) (Chapter 1 – What is an SDT?)

Below is Chapter 1 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility criteria of an intended beneficiary? Chapter 5 […]
Booklet: Special Disability Trusts (SDT) (Chapter 4 – What are the eligibility criteria of the intended beneficiary?)

Below is Chapter 4 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 5 – Do you need medical […]
Booklet: Special Disability Trusts (SDT) (Chapter 2 – What are the requirements of an SDT?)

Below is Chapter 2 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility criteria of an intended beneficiary? Chapter 5 – Do you […]
Why do you need to properly document in-house arrangements?

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Owning commercial property in a SMSF

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]