Income Protection Summary Frequently Asked Questions

Answers to your FAQs about getting your Income Protection summary.

Frequently Asked Questions

What is an Income Protection Summary?

An Income Protection Summary (IP summary) is a document which contains information regarding the amounts you have paid for your Income Protection policy during the financial year ending 30 June 2022. We recommend you take this IP summary to a registered tax agent when preparing your tax return.

I haven’t yet received my IP Summary. Who do I contact about this?

There are a few reasons you may not receive an IP summary including:

  • Your Income Protection cover is funded through Superannuation
  • You did not pay any premiums during the 2021-2022 Financial Year
  • You made an Income Protection claim during the 2021-2022 Financial Year and we expect to send your IP Summary by mid August 2022.

You may choose to check with your financial adviser to understand whether any of the above applies to you.

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