Last amended: 27 May 2011
VEA ? [2]
The trustee must formulate and give effect to an investment strategy the dominant purpose of which is to satisfy and fulfil the primary purpose of the trust, which is to pay for the reasonable care and accommodation needs of the principal beneficiary as determined by the trustee from time to time. Subject to these needs, the investment strategy must have regard to:
Note: As part of the trust's investment strategy, it can purchase real estate for the accommodation, or a right to accommodation, for the principal beneficiary.
Trust deed requirements
Section 52ZZZWC [3] VEA
Veterans' Entitlements (Special Disability Trust — Discretionary Spending) Determination 2011 [4]
Links
[1] https://clik.dva.gov.au/user/login?destination=node/16545%23comment-form
[2] https://clik.dva.gov.au/book/export/html/16545#tgt-cspol_part10_ftn581
[3] https://clik.dva.gov.au/service-eligibility-assistant-updates/all-determinations-order-date-signed-oldest-most-recent/determinations-under-vea
[4] https://clik.dva.gov.au/legislation-library
[5] https://clik.dva.gov.au/book/export/html/16545#ref-cspol_part10_ftn581