Disability Access to Superannuation (Invalidity)

If a permanent disability prevents you from working, you may qualify to access your superannuation balance early on the grounds of permanent incapacity. We help you through the application process.

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Who Is Eligible?

Ceased Work

You have stopped working due to illness, injury, or disability.

Permanent Incapacity

Two qualified medical practitioners certify you are unlikely to ever work again in a role suited to your education, training, or experience.

Super Balance Exists

You have accumulated superannuation savings in one or more funds.

Under Preservation Age

You are below your superannuation preservation age and need early access.

Quick Answer

What is Disability Access to Super?

Disability access to superannuation (also called permanent incapacity or invalidity release) allows you to withdraw your accumulated super balance early if you are permanently unable to work. This requires certification from two qualified medical practitioners and approval from your fund trustee. It is separate from — and can be claimed in addition to — a TPD insurance payout.

The 3 Stages of Approval

Eligibility Assessment & Medical Certification

We help you obtain two qualifying medical opinions and prepare supporting documentation.

Trustee Application & Communication

We lodge your application with the fund trustee and manage all follow-up communications.

Super Balance Released

Once approved, your accumulated balance is released. We coordinate with financial advisers on tax treatment and Centrelink implications.

 Why Professional Support Is Important

Q.  Is this the same as a TPD claim?

No. TPD is an insurance payout from a policy held within your super. Disability access releases your accumulated super balance itself. If you have both, you may be eligible for both payouts.

Q. Will accessing my super early affect Centrelink?

Potentially. A large lump sum may affect your assets test for Centrelink payments. We recommend financial advice to understand the full impact before proceeding.

Q. Do I need two doctors to certify?

Yes. Australian superannuation law requires two qualified medical practitioners to certify that you are unlikely to ever work in a role suited to your education, training, or experience.

This guide was reviewed for medical and insurance accuracy by ClaimRight Advocacy Team.
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