Operational Blueprint Document (lex 86525): Special Disability Trust (sdt) Beneficiary Assessment Process 043-04070010 (valid From 26 July 2025). 1 Document Released In Part. LEX 86525 Sections Of…

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This operational blueprint outlines Services Australia's process for assessing whether individuals qualify as beneficiaries of Special Disability Trusts (SDTs). The document establishes eligibility criteria requiring applicants under 16 to have severe disabilities under Social Security Act provisions, while those 16 and over must meet multiple conditions: medical impairment qualifying for Disability Support Pension or Veterans' Affairs support; care needs meeting Carer Payment/Allowance thresholds or institutional residence; and inability to work more than 7 hours weekly at minimum wage. The procedure requires express written permission from beneficiaries, nominees, parents, or guardians before Complex Assessment Officers can proceed with assessments. The document references related assessment processes, gifting concession rules, and policy support mechanisms, establishing a structured framework for determining SDT eligibility and managing applications from individuals or representatives seeking either trust establishment or land tax exemptions.