Personal injury and superannuation


Information for advice professionals only.

Tim Howard

For our next BT Academy Episode (78) Tim Howard, BT Technical Consultant alongside Tara Sutton Regional Manager for QLD and Kelly Beach Training and Capability Manager will be presenting "Personal Injury and Superannuation" on Wednesday 21 June 2023.

In the unfortunate event your client suffers a personal injury resulting in compensation, a structured settlement, or simply insurance through their fund, opportunities exist to use superannuation to manage the proceeds in an effective way. Join me as we discuss the key considerations around these payments including proceeds, contributions, caps and conditions of release.

We’ll also walk through best practice with how to implement these types of strategies with ease via Panorama desktop.

This session will be CPD accredited.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.