T&E Accounting

After losing our parents and being legally responsible for my brother with disabilities I was overwhelmed with the process of ensuring he was financially secure and I was doing the best to fulfill legal requirements. Shane and Mel are guiding us calmly and with compassion to ensure the best outcome for all of us. I would not hesitating in recommending their services.

When my son Thomas’s mother passed away, she left him a significant inheritance. Because of Thomas’s disabilities, her wish was for the funds to be placed into a Special Disability Trust (SDT) so he would be supported throughout his life. Unfortunately, the law firm handling the estate had no experience with Special Disability Trusts and made several mistakes. As a result, Thomas’s inheritance sat in a zero interest trust account for far too long while the executor of the will—Thomas’s uncle—and I (both intended trustees of the SDT) struggled to navigate the complex requirements of drafting a compliant SDT Deed and obtaining approval from Centrelink’s SDT team. What we initially thought would be a straightforward process quickly became overwhelming and exhausting. It wasn’t until my partner searched online for help that we were fortunate enough to find T&E Accounting. Melanie, Shane, and their team guided us—and the law firm—through every step of the process. Their expertise, patience, and clear communication transformed an incredibly stressful situation into one we could finally manage. Thanks to them, Thomas’s Special Disability Trust is now fully established and functioning exactly as his mother intended. We cannot recommend Melanie, Shane, and the entire T&E Accounting team highly enough.

The T&E Accounting team of Shane and Mel have been instrumental in establishing a Special Disability Trust for a family member, their combined expertise and knowledge in this area ensuring a legally sound trust with no hidden tax implications. They rescued our family from a potential financial and legal disaster and we are now confident of a secure future for our trust benefactor and the trustees. Both Shane and Mel have been extremely thorough and professional throughout the process and quick to respond, and very, very patient, to our many questions and requests. They also have equally professional and knowledgeable associates in the financial and legal fields and have helped step us through the process with each of these. I highly recommend T&E Accounting for your Special Disability Trust needs. They were the only firm in Australia we could find that we felt confidence in for establishing and managing a SDT.

Excellent group to deal with in matters regarding our son's Special Disability Trust. Mel and Shane are easy to talk too and very knowledgeable about lots of various topics. They are down to earth and offer old fashioned service and advice and are completely trustworthy

I became my Brother, Rob's, financial manager after the death of our Mum. Rob has a genetic intellectual disability. He had an inheritance from Mum, and we were advised to set up a Special Disability Trust Fund. This was a really stressful time for the family, no one really understood the best way to navigate the process and work out what was best for Rob. We found out that T & E Accounting specialised in helping families exactly like what Rob and I were going through. This has been such a blessing for several reasons: * Shane and Mel are gentle, humble and patient people who put you at ease straight away. * they explain the processes in a easy and understandable manner, taking the time to help you overcome difficulties. *Mel and Shane are experts in dealing with hard to reach government agencies, having personal dealings with specialised agencies, eg complex accounts. * Mel and Shane are wonderful in how they understand your needs and most importantly , they are honest and trustworthy. *They are a tremendously valuable asset to the team the bring my brother a better quality of life. Kind regards, Judith Martin.

Need ACCURATE information and help setting up and maintaining a trust??? T & E ACCOUNTING to the rescue!!!When our Solicitor and our accountant had already taken months to work out the logistics of setting up my disabled sisters' Special Disability Trust, proposed through our fathers' will, and getting nowhere, I turned to Google for help. Thankfully I finally found the most prompt, accurate, empathic help. Shane immediately put my mind to rest by explaining all the steps needed. In turn, I engaged their services to guide the Solicitors, Accountant, Bank Centrelink, etc. toward a, long needed, resolution. Shane and/or Melanie from T & E Accounting always promptly return your calls for help, to negotiate the way forward, and always in a calm and professional manner. We always have the knowledge that no enquiry will be "poo-pooed" or is too difficult!!! Cut down on your stress levels, by giving them a call ASAP.

With professionalism, understanding and friendly ongoing support Shane and Mel at T&E Accounting have helped us navigate the Special Disability Trust process and ongoing compliance requirements. Easy to follow processes for reporting, communicating, and quick response times for any questions, with the trust that we are always following the Government guidelines. Truly appreciate their Teams amazing support and commitment to helping us set up and run our SDT for my husband. 6 star service!