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Income protection insurance explained

Donmont Capital · Financial advice for Australians

Income protection (IP) replaces part of your income if illness or injury stops you working for a while. Unlike a lump sum, it pays a monthly benefit — and the rules changed materially in recent years, so old assumptions can be wrong.

How much it pays

Since APRA’s reforms, new policies pay up to 90% of your income for the first 6 months, then 70% thereafter. “Agreed value” policies were abolished for new cover from 2020 — new policies are indemnity, meaning the benefit is based on your income at the time of claim, not a figure locked in years earlier.

Waiting and benefit periods

Tax note. Income protection benefits are generally taxed as income (they replace your salary). Premiums for a standalone IP policy held outside super are usually tax-deductible — a meaningful offset to the cost.

Match your waiting period to your sick leave and savings buffer, and your benefit period to how long your household could cope without your income. Getting these two settings right is where most of the value — and cost — sits.

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Frequently asked questions

How much does income protection pay?

New policies pay up to 90% of your income for the first six months, then 70% after that. Older policies may differ, as pre-2020/21 terms are grandfathered.

Are income protection premiums tax-deductible?

Premiums for a standalone IP policy held outside super are generally tax-deductible. Benefits you receive are taxed as income because they replace your salary.

What waiting and benefit periods should I choose?

Match the waiting period to your sick leave and savings (30/60/90 days are common), and the benefit period to how long your household could manage without your income (2 years, 5 years, or to age 65).

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Sources & important information

General advice warning. This information is general in nature only and does not take into account your objectives, financial situation or needs. It is not personal financial advice. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD). Consider seeking personal advice from a licensed financial adviser. Donmont Capital is an Authorised Representative (No. 1302126) of Gill & Co Advisory Pty Ltd (AFSL No. 551560).

Sources. Figures referenced are drawn from recognised public sources including the ASFA Retirement Standard, the Australian Taxation Office (ATO), APRA and ASIC’s Moneysmart. All figures are indicative and current only as at the periods stated; superannuation rules, thresholds, balances and returns change over time. Verify current figures with the original source before relying on them.

Calculators & estimates. Any calculator or projection here is a simplified estimate for general illustration only, relies on assumptions that may not reflect your situation, and is not a guarantee of future outcomes.

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