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
Your TPD Claim has been approved.
2
STOP! Before you do anything or make a withdrawal, make sure you understand your options.
3
Click on the “Get in Touch” button and we’ll email you some key things you need to know before making a decision.
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 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
Free TPD Tax Calculator
Tax paid on TPD insurance claims paid through superannuation is complex and paid at different rates for everyone. Receive your complimentary tax calculation and information on your options.
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 EFS Advice Pty Ltd, AFSL No. 525 674, 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.
Get in touch and we’ll email you the key information you need to know before you make a decision on what to do with your TPD claim.
