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New · June 2026 Just published on Riskinfo: Trevor Battersby and Col Fullagar caution advisers against "submit and hope" TPD strategies — and outline the pre-assessment work that prevents litigation and delay. Read now →

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Riskinfo Claims Strategy

Advisers Cautioned on TPD Claims Strategy

At the Entireti Risk Summit Roadshow, Trevor Battersby and Col Fullagar warn against "submit and hope" TPD lodgements — and detail the pre-assessment steps, documentation disciplines, and eligibility checks that prevent costly litigation trigger points.

Riskinfo Claims Philosophy

Call to Document Claims Philosophy

Trevor Battersby argues advisers risk legal and regulatory exposure without a documented claims framework — covering fees, scoping decisions, FASEA obligations, and ASIC INFO 253.

Riskinfo Adviser Obligations

Advisers Challenged to Step Up at Claim Time

Growing industry expectation for financial advisers to take a more active role in supporting clients through the claims process — and the risks of falling short.

Riskinfo Outsourcing

Viridian Outsources TPD Claims

Viridian Advisory joins a growing number of planning firms recognising the value of specialist claims outsourcing for better client outcomes and reduced practice burden.

RiskHub Compliance

Claims Handling and Settling: Navigating AFS Licence Obligations

A practical compliance guide for financial professionals on meeting their obligations under the claims handling and settling licensing framework.

Riskinfo Speed & Outcomes

TPD Claim Support Achieves Claims Decisions Up to Six Times Faster

How TPD Claim Support's specialist preparation approach is delivering dramatically faster claim outcomes for Australian claimants and the advisers who refer them.

CPD & Education  ·  RiskHub

Help When It Matters Most — TPD Claim Support

A dedicated CPD session for financial planners on navigating the TPD claims process with confidence. Earn CPD points while equipping your practice with practical, up-to-date claims knowledge.

Access CPD Session →

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