Peter Ballantyne, AFA
Life & Disability Insurance Specialist
Stratus Financial Services, Ltd
Don’t miss out on your Income Protection Tax Rebate
Income Protection Tax Rebate
If you hold an income protection policy you may qualify for a tax rebate on your premiums.
This applies to both salaried and self-employed individuals where the policy benefit is taxable income.
If you hold an income protection policy you should expect to receive a tax certificate from your insurer and you will need to file a tax return to claim your rebate.
If you have not received a tax certificate for your income protection policy or would like to simply update your own income insurance you can email peter@stratusnz.nz or call 04 499 6500.
Disclaimer: This information does not constitute personalised advice. If you would like personalised advice please contact Stratus for an appointment.