Personal Injury & Compensation

Our team can provide full financial planning services if you or your loved one require an administrator/trustee.

We tailor our service to your unique circumstances and use medical and occupational therapy information to ensure your goals and objectives are efficiently managed.

Understanding the best path forward after receiving a settlement for your Total Permanent Disability (TPD) claim can be confusing. There are a lot of decisions that you will need to make that have the potential to affect other options you have available, such as Centrelink entitlements or access to public housing.

Our TPD Tax Service focuses on guiding you through the different options and scenarios so that you can make informed decisions on what to do with your superannuation following the settlement of your claim.

Some of the information we will discuss with you includes:

• An estimate of tax payable on withdrawals from your Super
• Centrelink and the effect that different options will have on your entitlements
• The effect that different options have on your family tax benefit
• What happens to Death Cover insurance in your superannuation fund
• The effect that different options have on your child support (if relevant)
• The effect that different options have on your access to public housing (if relevant)
• Bankruptcy (if relevant)

We can provide access to any of our subject matter experts as required, to provide an individualised service tailored to the specifics of your circumstances.