Obligations in Relation to Special Disability Trusts

Last amended: 27 May 2011

Trustee obligations

A trustee of a special disability trust (SDT) has obligations in relation to that trust. The trustee needs to tell DVA if:

• further gifts are made to the trust,
• an event occurs that may cause the trust to become non-complying,
• the beneficiary commences paid employment, or
• the beneficiary dies.

Financial statements

When the trust has finalised its financial statements for the year, a copy must be forwarded to DVA within 14 days (28 days if the trustee receives remote area allowance).