Last amended: 9 October 2006
VEA ? [2]
An audit of the special disability trust [3] (SDT) can be requested by the principal beneficiary, an immediate family member [3], the legal guardian, or financial administrator of the principal beneficiary and the Repatriation Commission. An audit can be requested at any time and must be for at least a whole financial year, up to a maximum period of five financial years.
The trustees must, within a reasonable time after receiving a request for an audit, carry out the audit, or if an audit has already been carried out for the relevant period, must give a copy of that audit report to the person making the request.
An audit must include the following information:
According to section 52ZZZW of the VEA [6], 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 [3].
According to subsection 5Q(1) [6] of the VEA, for the purposes of the means test concession, a parent or immediate family member includes:
Links
[1] https://clik.dva.gov.au/user/login?destination=node/16464%23comment-form
[2] https://clik.dva.gov.au/book/export/html/16464#tgt-cspol_part10_ftn584
[3] https://clik.dva.gov.au/%23
[4] https://clik.dva.gov.au/service-eligibility-assistant-updates/all-determinations-order-date-signed-oldest-most-recent/determinations-under-vea
[5] https://clik.dva.gov.au/book/export/html/16464#ref-cspol_part10_ftn584
[6] http://clik.dva.gov.au/legislation-library