Unlocking Tax Savings: A TPD Claimant’s $50,000 Benefit

Tuesday, 25 March 2025
Description

Attend and earn 1 CPD hour in Professional skils
This program is applicable to practitioners from all States & Territories

Chair

Stephen Walsh, Barrister, Frederick Jordan

Professional Skills
How a Typical TPD Claimant Saved Over $50,000 in Tax and Benefits

 

  • Superannuation TPD claims and tax treatment 
  • Financial impacts to Centrelink, child support, family tax benefits, HECS debts, Medicare etc 
  • Income protection, litigated insurance & common law settlements & financial implications 
  • Better financial outcomes 

Presented by Andrew Reynolds, Principal Adviser, EFS Advice  

Presenters


Stephen Walsh, Barrister, Frederick Jordan Chambers
Fifteen years at the NSW Bar, during which Stephen has appeared in a range of civil and commercial matters, principally life insurance cases, contractual disputes, professional negligence, occupiers liability and property insurance disputes and taxation recovery matters. Prior to coming to the bar, Stephen had 14 years of experience as a solicitor/solicitor advocate specialising in general civil and commercial litigation, in particular product liability, professional negligence, building and construction, insurance policy disputes, contractual disputes, pollution/contamination claims, and health and safety prosecutions.


Andrew Reynolds, Principal Adviser, EFS Advice
Andrew Reynolds has worked in financial services for over 20 years. He has spent the last 15 years providing financial advice, most of that time working with personal injury law firms, individuals and families that have suffered and illness or injury. After working with a number of big companies, Andrew started his own financial advice business 5 years ago and specialises in helping people who are receiving insurance claims following a disability. Andrew is a member of the Australian Lawyers Alliance Superannuation & Insurance Special Interest Group and is passionate about protecting peoples’ rights in this area.

Tuesday, 25 March 2025
Description

Attend and earn 1 CPD hour in Professional skils
This program is applicable to practitioners from all States & Territories

Chair

Stephen Walsh, Barrister, Frederick Jordan

Professional Skills
How a Typical TPD Claimant Saved Over $50,000 in Tax and Benefits

 

  • Superannuation TPD claims and tax treatment 
  • Financial impacts to Centrelink, child support, family tax benefits, HECS debts, Medicare etc 
  • Income protection, litigated insurance & common law settlements & financial implications 
  • Better financial outcomes 

Presented by Andrew Reynolds, Principal Adviser, EFS Advice  

Presenters


Stephen Walsh, Barrister, Frederick Jordan Chambers
Fifteen years at the NSW Bar, during which Stephen has appeared in a range of civil and commercial matters, principally life insurance cases, contractual disputes, professional negligence, occupiers liability and property insurance disputes and taxation recovery matters. Prior to coming to the bar, Stephen had 14 years of experience as a solicitor/solicitor advocate specialising in general civil and commercial litigation, in particular product liability, professional negligence, building and construction, insurance policy disputes, contractual disputes, pollution/contamination claims, and health and safety prosecutions.


Andrew Reynolds, Principal Adviser, EFS Advice
Andrew Reynolds has worked in financial services for over 20 years. He has spent the last 15 years providing financial advice, most of that time working with personal injury law firms, individuals and families that have suffered and illness or injury. After working with a number of big companies, Andrew started his own financial advice business 5 years ago and specialises in helping people who are receiving insurance claims following a disability. Andrew is a member of the Australian Lawyers Alliance Superannuation & Insurance Special Interest Group and is passionate about protecting peoples’ rights in this area.

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Unlocking Tax Savings: A TPD Claimant’s $50,000 Benefit

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

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Single Session
CPD Points 1
$160.00
On Demand 20250719 20250325

On Demand

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