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    • Super Life Insurance Tax and Insurance Philosophy Calculators now available

    20 June 2017

    We know the importance of having a robust and compliance insurance advice framework, as well being able to provide additional tax support, which is why we’ve created the Insurance Philosophy and Super Life Insurance Tax Calculators.

    Our Insurance Philosophy Calculator is designed to assist you in determining the most appropriate type and level of cover for your client, based on their individual circumstances and requirements. 

    Download the Insurance Philosophy Calculator.

    The Super Life Insurance Tax Calculator will assist you in determining the tax payable:

    1. By a non-tax dependant beneficiary (e.g. independent adult child) upon receipt of a super lump sum death benefit, and
    2. By a super fund member upon receipt of a super lump sum benefit following permanent incapacity.


    By knowing what the likely tax impost is, you will be able to more precisely gross up the sum insured for a given client scenario.

    Download the Super Life Calculator 

    If you would like any further information or assistance in using either calculator contact your CDM or CDA today. 

    Read more adviser news articles

    25 May 2021

    AIA Australia’s mental health underwriting philosophy

    Our mental health underwriting philosophy is here to improve insurability of mild cases of depressive and anxiety disorders.

    25 May 2021

    Tech tip of the month – Preferred ownership structure of a key person insurance policy

    How should a client structure their key person insurance policy and what tax implications can be expected?

    25 May 2021

    The COVID-19 vaccine and your clients' life insurance policies

    AIA Australia supports the Financial Services Council’s (FSC) statement regarding the COVID-19 vaccine and your clients’ insurance policy.
    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    infohub@aia.com

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    Contact AIA

    1800 333 613

    PO Box 6111
    Melbourne VIC 3004

    infohub@aia.com

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    Copyright © 2021. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. Priority Protection and Priority Protection for Platform Investors products are issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2207, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 1 April 2021 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
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