Financial advice on Total & Permanent Disability (TPD) Insurance Claims approved through superannuation
We’ll help you to make an informed choice and minimise tax.
Your TPD Claim has been approved.
Click on the “Get in Touch” button and we’ll email you some key things you need to know before making a decision.
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.
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.
Are you a TPD recipient? Find out how the process works, tax requirements, Centrelink implications and answers to many of commonly asked questions.
Before you send out the superannuation withdrawal form to your client, make sure they understand the tax, Centrelink and other financial implications.
Get peace of mind that your financial future is secure. Speak with a professional and qualified TPD Claims financial planner today.
“Andrew went well beyond my expectations and provided excellent communication, information and understanding. The outcome was better than expected due to his persistence with the insurance companies even when they were being difficult to deal with. I couldn’t recommend Andrew enough.”
“Law firms trust us because we genuinely care about supporting them and their clients.”
“I saved a significant amount of money due to Andrew Reynolds knowledge of taxation, financial and TPD. He was was extremely effective!”
Andy Reynolds won the Financial Planning Association Professional of the Year Award in 2022. This is the most prestigious association and award in the financial planning industry and included interviewing a number of clients. The award shows the amazing work of Andy and his team have done to help improve his clients lives and improve the financial advice industry.
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.
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.