Special Disability Trust Consultation
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Thank you for the time you're investing with us.
To get you started on the right track, we would like to provide you with a Special Disability Trust Consultation.
The initial Special Disability Trust Consultation is a Free Service that allows us to get a better understanding of your situation and your personal needs.
We will share with you our knowledge and experience and provide you with a clear understanding of a Special Disability Trust and how it can be best utilised to meet the future needs of you and your family.
During the call we can cover:
- What is a Special Disability Trust?
- How can a Special Disability Trust be set up?
- What are the key benefits of a Special Disability Trust?
- What are the model trust deed requirements and limitations of a Special Disability Trust?
- What are the reasonable care needs that can be paid from a Special Disability Trust?
- What are the reasonable accommodation needs that can be paid from a Special Disability Trust?
- What are the discretionary spending items that can be paid from a Special Disability Trust?
- The Trustees role, Centrelink reporting and tax compliance
And - We will review your requirements and detail the steps involved to move forward, if you believe that a Special Disability Trust and T&E Accounting will be suitable to meet the future needs of you and your family.
In preparation for our call, can you please provide your answers to the following questions:
- How familiar are you with Special Disability Trusts?
- Just a basic awareness
- I have a basic understanding
- I am familiar with the concept and some of the details
- I am very familiar with Special Disability Trusts
- Have you confirmed the individual’s eligibility for a Special Disability Trust with Centrelink?
- Yes
- No
- What level of support do you require from T&E Accounting?
- Knowledge and education so you can make an informed decision
- Initial setup of a new Special Disability Trust
- Ongoing tax and Centrelink compliance for a Special Disability Trust
- All of the above
- Do you have any other specific questions that you would like to address?
*Please ensure to include your answers to the above questions as a part of your booking notes.
Thank you once again for the time you are investing with us, we look forward to talking with you soon.
Bye for now,
Shane Clarke
T&E Accounting