Supporting your clients at tax time
Tax time is almost here, and we’ll soon contact your clients to let them know when to expect their annual Income Protection summary.
TAL clientsWe expect to send Income Protection summaries, Annual Statement, and/or Notice of Intent to Claim a Tax Deduction by 3 August 2026. We'll send it via email to clients who have opted for digital preference. Otherwise, we’ll send it by post. |
Protection Plans(previously branded BT, Westpac or St.George) We expect to send Income Protection summaries by 3 August 2026. How your clients receive theirs will depend on their correspondence preference:
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Asteron clientsWe expect to send Income Protection summaries by 17 July 2026. We'll send it via email to clients who have opted for digital preference. Otherwise, we’ll send it by post. |
A copy of your client’s annual Income Protection summaries will be available for you to access in Inforce Management (IFM) by the dates mentioned above.