We help families and their loved ones with disabilities, live their best lives every day.

How we work with families

Case Study 1 - Special Disability Trust

The Smith family wanted to ensure their son, David (who has severe autism) has a stable environment and access to specialised care after they were no longer able to provide it. David’s needs included a structured daily routine, one-on-one support, and a safe living environment tailored to his sensory sensitivities.

The family set up a Special Disability Trust to purchase a home for David in a quiet neighbourhood close to his support network. The trust allowed David to live independently in a familiar environment while receiving tailored care. The family’s clear communication and planning ensured that David’s routine and comfort were prioritised, and the trust’s investments generated enough income to cover ongoing expenses, including home maintenance and care services.

Working alongside the family, we provide bookkeeping and payroll services to help manage the day to day running of the trust. We also help the family adhere to their Centerlink reporting requirements by completing their tax.

How this benefitted the family

This provided a balanced approach that covered both financial management and personal care needs. Planning for specific accommodation, such as David’s home designed to meet sensory needs, enhanced David’s quality of life. Finally, by involving David in key decisions (where possible) led to better long-term outcomes and increased stability.

Case Study 2: Service for One entity

The Davis family had three children, one of whom, Mark, had a severe intellectual disability. The parents were concerned about how to divide their estate fairly among their children while ensuring that Mark’s care needs were fully met. There were also concerns that disputes could arise among the siblings over how the trust should be managed. 

The parents decided to establish a Service for One entity for Mark. A Service for One entity is one where you employ staff directly to support a person with disability using their NDIS funding. You can do this as a family, an individual or with other important people in the person's life. Often services-for-one are set up by families to provide support for people with complex support needs.

The family also appointed a professional board alongside Mark’s family to ensure impartiality. All family members were kept informed throughout the planning process, and the parents openly discussed their decisions to avoid potential conflicts.

The entity is successfully managed without disputes. By setting clear expectations and involving all family members from the start, the parents created a sense of unity and understanding. The professional board provides financial oversight, while the family contribute personal knowledge of Mark’s needs. The result was a well-balanced and harmonious approach to managing Mark’s care.

We supported the family with bookkeeping, payroll services, tax and providing reports for the quarterly board meetings. We tracked the spending in the entity and provided this as part of the reports. We implemented software where the staff working in the service for one entity could clock on and off, apply for leave, swap shifts and communicate with the family. The family were able to plan ahead for several months and developed comprehensive operating procedures for the service for one business, so that any new staff, understood exactly what was required of them.

How this benefitted the family

Through open communication with all family members, misunderstandings and disputes have been avoided. Having a neutral professional board as part of the circle of support for Mark has helped navigate potential conflicts and ensured that decisions are made objectively. Involving siblings in the process created a sense of fairness, and reduced the likelihood of future disagreements. The siblings are now very involved in the care decision making process for their brother and it has brought the family closer.