TRUSTEE SUPPORT
Special Disability Trusts (SDT) & Protective Trusts — Investing & Governance
We help trustees invest prudently, keep clear records and coordinate with your solicitor—so care and accommodation needs are funded reliably.
We help trustees invest prudently, keep clear records and coordinate with your solicitor—so care and accommodation needs are funded reliably. General information only—seek personal advice.
Package
SDT / Protective Trusts — Investing & Governance
from $4,400 (advice)
- Trust investment policy aligned to care and accommodation needs
- Conservative-to-balanced portfolio with liquidity runway
- Trustee pack: registers, minutes templates, statement formats
- Centrelink-aware settings; collaboration with your solicitor
Implementation and ongoing review are quoted once the strategy is agreed.
FAQs
- Who qualifies for an SDT?
- People meeting the severe disability criteria. SDTs can help fund care/accommodation while supporting Centrelink outcomes.
- What can the trust pay for?
- Reasonable care and accommodation needs of the beneficiary as allowed by the trust deed and rules.
- How should assets be invested?
- Typically diversified with liquidity to meet ongoing care costs, governed by a written policy reviewed regularly.
Related: Expert Reports for Lawyers · Centrelink Strategy
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