Get TPD Claims Financial Advice
Financial advice on Total & Permanent Disability (TPD) Insurance Claims approved through superannuation
We’ll help you to make an informed choice and minimise tax.
So you’ve had a TPD claim approved
Find out what to do next…it’s as easy as 1, 2, 3!
1
- Has your TPD claim been approved and paid into your superannuation account?
- STOP! Before you withdraw, ensure you understand your options, tax payable and any other financial consequences.
2
- If you have your superannuation statement handy, that’s great, send to us,
- If not, don’t worry, you can authorise us to get this on your behalf.
3
- Book in a phone call with us for a no cost, no obligation consultation,
- We can ensure your tax rate is correct and see if there are ways you can minimise tax.
Welcome to TPD Claims Advice
Financial Planning Solutions
Every year tens of thousands of Australians have a Total & Permanent Disability claim approved and paid into their superannuation fund.
There is often a lot of confusion and misinformation about what happens next – that is why we are here to help. We work closely with personal injury lawyers and their clients to better understand their insurance benefit, their options and help them in making informed decisions.
We can help you to understand and potentially minimise your tax – have a look at this page to help you understand how the tax works on a TPD claim through super on our TPD tax information page here.
Andrew Reynolds – TPD Claims Financial Planner and Founder
Focus Areas:
TPD Tax Information
Tax paid on TPD insurance claims paid through superannuation is complex and paid at different rates. Find out more about tax on TPD claims.
Information for TPD Claimants
Are you a TPD recipient? Find out how the process works, tax requirements, Centrelink implications and answers to many of commonly asked questions.
Information for Lawyers
Before you send out the superannuation withdrawal form to your client, make sure they understand the tax, Centrelink and other financial implications.
Financial Planning Advice
Get peace of mind that your financial future is secure. Speak with a professional and qualified TPD Claims financial planner today.
What Our Clients Say
The information in this website has been prepared by Andrew Reynolds. Andrew is an authorised representatives of Fitzpatricks Private Wealth Pty Ltd, AFSL No. 247 429, it is of general nature only and has been prepared without taking into consideration your personal circumstances, needs and objectives. This information is not intended as a substitute for professional financial planning advice. Before making any decisions we recommend you seek the advice and services of a licensed financial adviser.
Please see this page for information on how we handle your information.
Get TPD Claims Advice
Have you or your client had a Total & Permanent Disability (TPD) Insurance Claim approved through superannuation? We can help you to make an informed choice.