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.
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.
Personal injury: The First 12–24 Months: Protecting Outcomes After a Lump Sum or Benefit Starts
A successful outcome doesn’t end at settlement. The guidance you provide in the critical months that follow can significantly influence your client’s long-term wellbeing. Through real-life case studies, gain practical strategies to identify risks, support informed next steps and help clients access the right support ensuring they get the full benefit of the outcome you’ve worked hard to achieve.
Your guidance after settlement can have a lasting impact on your client’s outcome. Through practical case studies, gain the confidence to identify risks, support informed decision-making and connect clients with appropriate help—while staying within professional boundaries. You will learn how to:
- Spot common financial and behavioural risks that can undermine outcomes
- Guide clients toward greater stability and better long-term results
- Navigate post-settlement conversations with confidence and clear boundaries
- Reduce the risk of future complaints or client dissatisfaction
Presented by Nicola Beswick, Founder and Financial Advisor, White Rabbit Advisory
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
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.
Register for this session only
Personal injury: Understanding Super, Tax and Structures After TPD / Compensation, the Stuff That Can Undo a ‘Good’ Result
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.
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
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.
Register for this session only
Personal injury: Structuring the Settlement So the Money Works: Super ‘Personal Injury’ Contributions, Centrelink and Asset Protection
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.
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
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.
Register for this session only