TPD Assessment Service
Get TPD Claims Financial Advice
We’ll help you to make an informed choice and minimise tax.
TPD Assessment Service
Make an informed decision
Our TPD Assessment Service will help you to make an informed decision following the approval of a TPD claim through your superannuation fund. This service will provide you with a written report and a phone consultation that covers the following areas:
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Your situation and options available
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An estimate of tax payable on withdrawal
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Explanation of Centrelink impacts and calculations if relevant Further financial consequences on child support, government housing, bankruptcy, etc.
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Support in completing their withdrawal form & payment of legal fees
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What happens next
We provide our services to people all over the country and usually provide our services over the phone.
Further Services
Our initial service is to ensure you understand your benefit and options. If you require further assistance, we can provide financial advice and other support services.
We are also able to refer to a range of trusted professionals and further support services to help assist you.
Why Us?
TPD is what we do. We are the industry leaders in this area and are here to help people just like you.
Most TPD insurance claimants need a engage with someone who can explain their options, and help financially model and calculate the most favorable option.
Our service is tailored for all TPD insurance claimants, not just those with high value payouts