SAVE TAX ON YOUR TPD CLAIM

If you have had a superannuation Total & Permanent Disability (TPD) claim recently approved, DO NOT make a withdrawal until you have spoken with us.

We’ll help you make an informed choice, minimise your tax and maximise your TPD settlement. Click the button below to receive your TPD information pack or to get in touch with us & book in your TPD Financial Consultation.

Information Pack

You will receive an automated email with information on TPD claims and a booking link to book in your TPD Financial Consultation. If you have a question relating to your personal situation you can type this in to your message.

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.

Information Pack

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.

Get your calculation

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.

Learn more

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.

Learn more

Financial Planning Advice

Get peace of mind that your financial future is secure. Speak with a professional and qualified TPD Claims financial planner today.

Learn more

What Our Clients Say

“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!”

Google Reviews

John Rozmeta

Andy is extremely approachable and down to earth and extremely knowledgeable in all areas Finance with special regard to TPD Claims. Quick Phone Consult and covered all bases in relation to my claim. Highly Recommend to anyone 6 out of 5 stars.

Mahina Chadwick

I highly recommend TPD Claims Advice for the invaluable information. Andrew's expertise, responsiveness and understanding was exceptional and I am more than happy with the outcome.

B Tadros

Andy is a professional financial advisor, he is very knowledgable, genuine and honest. He takes the time to listen and answer all your financial questions. He has helped me to understand how TPD claims work and now I am able to make the right decisions with my claim. I highly recommend Andy Reynolds and his team at TPD Claims Advise.

Steven Field

I found TPD claims to be very knowledgeable in their field and great advice given. Also a better understanding on how to invest and use my payout

David Watson

Andrew is an expert in his field. Very knowledgeable. Easy to talk to and I walked away confident that I had all of my options and outcomes explained to me .

James Boljkovac

I researched help/advice with TPD. Andy was not on top of the list I received. My TPD claim is life changing so I researched every company I was presented with. I got to Andy Reynolds I was immediately impressed. Andy’s product knowledge and his short videos on TPD stood out so I immediately contacted Andy and have engaged his services. I highly recommend Andy and his team. His product knowledge is impeccable,his communication style is very easy,most of all every part of his advice has proven spot on. I am very thankful that i engaged Andy and as I just said highly recommend his services.

Sarah Brown

Watching the videos that were provided to me well before our consultation made me feel like I was taking control again. My Workers Compensation process was ongoing for almost four years and after being unsuccessful in my return to work, I was dealing with Insurance claims on top of that. That process left me feeling anxious, deflated and defeated. After speaking with Andy, he left me feeling like I was controlling the situation again. He gave me clarity about where I stood financially. Andy’s questions regarding my specific situation were thorough. If you’re feeling lost and you are struggling physically, mentally and financially because of an injury, you can be assured that Andy will alleviate at least one of these problems.

Deborah J

After recently receiving a TPD claim payment into my Super account, I had no idea about the tax implications upon withdrawal so my Lawyer scheduled a meeting for me to speak with Andrew. Andrew was very informative and gave me excellent advice. I will definitely be speaking with Andrew again in the future for further advice regarding my investment options.

FPA AWARD WINNER

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.

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.

Get In Touch Now