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13 September 2023
Recording available

Vulnerable beneficiaries webinar

The details

Click below to access webinar recording

For those beneficiaries who have an intellectual disability or some other vulnerability (such as drug, alcohol or gambling addictions), there are protective measures that may need to be put in place to ensure that the inheritance is not exposed to poor decision making or unnecessarily impacts on the beneficiary’s Centrelink entitlements.

The Webinar included:

  • What issues need to be considered when deciding whether a trust structure is appropriate;
  • The key characteristics and differences between an “all needs protective trust” and a special disability trust;
  • How a special disability trust can preserve the disability support pension and also provide tax and stamp duty benefits.

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