TPD claims
TPD payout tax & investment planning
Understand the financial questions around tax on a TPD payout from superannuation, cash needs and investing after a claim is paid.
Read the TPD claims support guideCalculators, checklists and guides for decisions that need better information.
Use the calculators and checklists to organise information and questions before personal advice. Results are educational and are designed to show what still requires professional review.
Featured resources
Start with the decision, then choose the tool that helps organise the evidence.
No lead form appears before the calculator or checklist provides value. Where appropriate, the result can then point you to a relevant review or discovery conversation.
Calculator
TPD tax component estimator
Estimate how the disability modification formula can change the tax-free and taxable components of an eligible superannuation disability lump sum.
Calculate TPD tax components
2026-27
Division 296 exposure estimator
Screen the $3 million and $10 million thresholds and see an indicative calculation when statutory earnings inputs are available.
Understand Division 296
Retirement
Retirement readiness checklist
Work through the income, spending, super, investment and estate questions that should be clear before retirement decisions are finalised.
Check retirement readiness
Business owners
Business exit checklist
Prepare the information needed to connect sale or succession choices with retirement capital, ownership, tax coordination and family outcomes.
Open the business exit checklist
UK expats
UK pension information checklist
Organise the pension, residency, superannuation and retirement information that can affect transfer and non-transfer decisions.
Prepare for a UK pension review
Estate planning
Estate planning preparation checklist
Map ownership, beneficiaries, super, insurance, business interests and liquidity before legal documents are reviewed.
Prepare estate and succession questionsLegacy
Intergenerational wealth decisions
Think through family support, control, timing and estate intentions before transferring significant wealth.
Review intergenerational planning decisions
Insights
AMGENT articles & updates
Read AMGENT educational articles on adviser fees, retirement, superannuation, business-owner planning and other decisions that benefit from a coordinated financial view.
Read AMGENT insightsRetirement simulator
AMGENT Retirement Simulation
Run 1,000 market scenarios to explore how spending, inflation, retirement timing and return sequences can affect retirement capital.
Run the retirement simulationUK expat
UK expat property checklist
Organise UK and Australian property, debt, currency, pension and estate-planning questions before a cross-border review.
Open the property checklistBusiness protection
Business Insurance Analysis Suite
Map business debts, ownership funding, key-person and liquidity exposures alongside existing cover.
Analyse business exposures