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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).

According to section 52ZZZW of the VEA, a special disability trust is a trust that has been established solely in order to provide for the current and future care and accommodation needs of the beneficiary who is a person with a severe disability.