A well-negotiated settlement can be significantly strengthened, or unintentionally undermined, by how it is structured at the point of resolution and what happens in the days immediately after funds are received. As the legal advisor, you are often the only professional involved early enough to influence how the settlement is documented and to shape your client’s next steps. Ensure you understand the small decisions at this stage that can have lasting consequences for tax outcomes, Centrelink eligibility and asset protection.
Wednesday, 26 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: Structuring the Settlement So the Money Works: Super ‘Personal Injury’ Contributions, Centrelink and Asset Protection
Small structuring decisions can have a major impact on the long-term value of a settlement. Through practical case studies, learn how to identify opportunities and risks relating to superannuation contributions, tax, Centrelink and benefit eligibility so you can help clients protect and maximise their financial outcome.
You will learn how to:
- Recognise key superannuation contribution opportunities and critical timeframes
- Identify common mistakes that can reduce access to tax concessions or benefits
- Understand when superannuation, Centrelink and disability support issues may affect settlement outcomes
- Spot situations where clients need specialist advice before options are lost
- Help clients achieve greater long-term financial security and confidence in their settlement outcome
Presented by Nicola Beswick, Managing Principal and Founder, 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
