The decisions made immediately after a TPD or compensation payment can have a significant impact on your client’s long-term outcome. Gain practical insights to identify potential superannuation, tax and structuring risks, manage expectations and help clients access the right support at the right time.
Wednesday, 19 August 2026
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Professional skills
1.00pm to 2.00pm Personal injury: Understanding Super, Tax and Structures After TPD/Compensation, the Stuff That Can Undo a ‘Good’ Result
Even the strongest TPD or compensation outcome can be undermined by poor decisions around superannuation access, tax and financial structuring. Through practical case studies, gain the knowledge to identify common risks, manage client expectations and help clients access timely support to protect the value of their settlement.
You will learn how to:
- Identify key superannuation and tax issues that can affect your client’s net benefit
- Recognise common post-settlement structuring mistakes and their consequences
- Spot early warning signs that indicate a client may need specialist financial advice
- Help clients protect and maximise the long-term value of their settlement
Presented by Nicola Beswick, Founder and Financial Advisor, White Rabbit Advisory
Presenters
Nicola Beswick, Managing Principal and Founder, White Rabbit AdvisoryNicola is an ex-lawyer turned financial adviser and founder of White Rabbit Advisory. She is also the Chair of the Pro Bono Financial Advice Network (PFAN). Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ and holds a Masters in Financial Planning. She is also a passionate MS advocate.
This seminar is part of a series
What Personal Injury Lawyers Need to Know about Financial Planning During and Post-Financial Settlement
Securing a strong settlement or TPD outcome is only part of your client’s personal injury journey. What happens at and after settlement can have a significant impact on whether that outcome delivers lasting value. While you are not expected to provide financial advice, your ability to identify risks, guide next steps and connect clients with the right support can make a meaningful difference to their long-term position. Across the series, you will gain practical insight into the common post-settlement issues that can affect financial stability, superannuation, tax, Centrelink and asset protection, with clear, real-world guidance you can apply immediately in practice. The result is better-informed client support, stronger long-term outcomes and greater confidence that the value of the result you achieved is not lost after settlement.
Description
Attend the 3-part series and earn 3 CPD units in Professional Skills
This program is applicable to practitioners from all States & Territories
If you register for the full series as a live online product after the date of an individual session, you will be sent the recording for the sessions that have passed. Alternatively, you can register for individual sessions by following the links below.
View series listing
