Operational Blueprint Document (lex 83789): Gifting Concessions To A Special Disability Trust (sdt) 043-04070040 (effective From 5 June 2024). 1 Document Released In Part. LEX 83789 Sections Of The…

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Services Australia released an operational blueprint detailing gifting concessions for Special Disability Trusts (SDTs). The document outlines eligibility criteria for contributors seeking exemption from deprivation provisions when gifting to approved SDTs. Eligible contributors must be immediate family members or close relatives (parents, grandparents, guardians, or siblings), currently receive a Centrelink social security pension or Department of Veterans' Affairs pension/income support, meet Age Pension age requirements, and not exceed the concessional gifting cap. Contributors ineligible for the concession have funds treated as deprivation. The document notes that beneficiaries cannot be the contributor or their partner, except for death bequests or superannuation death benefits received within three years prior to transfer. Services Australia recommends contributors seek professional financial, legal, and accounting advice due to potential tax implications. Data Exchange systems alert DVA to contributions and concession applications.