Answering 3 Questions on Income Protection Insurance in Australia

answering 3 questions on income protection insurance

Your income is your biggest financial asset, yet many Australians protect their car, phone and house before insuring their salary. Income protection insurance is designed to replace a portion of your earnings if you can’t work due to illness or injury — but most people are unsure how it works, what it pays, or if it’s even worth buying.

This blog is answering 3 questions on income protection insurance:

  1. What does income protection insurance actually cover in Australia?
  2. How are the payouts calculated (with Australian examples)?
  3. Is it worth having, and who benefits most?

By the end, you’ll clearly understand how income protection fits into your financial safety plan — especially if you’re working, paying a mortgage, or supporting dependents.


Answering 3 Questions on Income Protection Insurance

✅ Question 1: What Is Income Protection Insurance and What Does It Cover in Australia?

Income protection insurance (also called salary continuance insurance) is designed to replace a percentage of your income if you’re temporarily unable to work because of illness or injury.

✅ What It Covers

Most Australian policies cover:

  • Illnesses (e.g. cancer, chronic disease, mental health conditions)
  • Accidents and physical injuries
  • Long-term sickness preventing you from working

You receive monthly payments to cover bills, food, rent, mortgage, school fees, and other essential costs.

❌ What It Does NOT Cover

This is where many people get confused. Income protection insurance in Australia does not cover:

  • Redundancy or being fired
  • Business closure or loss of job due to economic reasons
  • Taking a career break
  • Pregnancy (unless complications prevent work)
  • Very short-term sick leave that doesn’t exceed your waiting period

✅ Who Can Get It?

Income protection is typically available to:

  • Full-time employees
  • Part-time workers meeting minimum hours (often 20+ hours/week)
  • Self-employed people and contractors
  • Professionals, tradespeople, business owners

Many Australians also have cover through their superannuation fund, often by default, but the level of protection is usually low.

✅ Common Australian Insurers Offering Income Protection

  • MLC Life Insurance
  • TAL
  • AIA
  • ClearView
  • BT
  • Zurich
  • AMP
  • REST (via super)
  • AustralianSuper (via super)
  • Hostplus (via super)

Policies outside super typically offer better flexibility and higher benefits.


✅ Key Terms Australians Should Know

To truly understand your protection, here are important policy features explained in plain English:

🔹 1. Waiting Period (also called “deferred period”)

This is how long you must wait after becoming unable to work before payments begin.

Typical options:

  • 14 days
  • 30 days
  • 60 days
  • 90 days
  • 6 months
  • 2 years

Short waiting period = higher premiums.
Long waiting period = lower premiums.

Most Australians choose 30 or 60 days, depending on sick leave, savings or employer benefits.

🔹 2. Benefit Period

This is how long your insurer will keep paying you if you’re unable to return to work.

Common benefit periods in Australia:

  • 2 years
  • 5 years
  • Until age 65 (most popular)
  • Until age 70 (less common)

Longer benefit periods = higher premiums but better protection.

🔹 3. Benefit Amount

Australian policies usually cover up to 70% of your pre-tax income (used to be 75%, but changes were made by APRA in 2020).

🔹 4. Agreed Value vs Indemnity

Most modern Australian policies are indemnity value only (you prove your income at claim time).

Some older or grandfathered policies have agreed value (locked-in benefit regardless of later income drops).


✅ Question 2: How Are Income Protection Payouts Calculated? (Australia-Specific Examples)

In Australia, income protection benefits are usually calculated as a percentage of your pre-tax income, typically up to 70%.

Here’s how it works in practice.

✅ Example 1: Full-Time Employee in Sydney

  • Annual salary: $100,000
  • Monthly income: $8,333
  • Policy covers: 70%
  • Waiting period: 30 days
  • Benefit period: 5 years

Payout:
70% of $8,333 = $5,833/month until you can return to work or for the duration of the benefit period.

✅ Example 2: Self-Employed Electrician in Melbourne

  • Average annual income: $120,000
  • Monthly income: $10,000
  • Policy covers: 60% (due to risk rating)
  • Waiting period: 60 days
  • Benefit period: Until age 65

Payout:
60% of $10,000 = $6,000/month

Because self-employed Australians usually don’t get sick leave, a longer waiting period reduces premiums.

✅ Example 3: Teacher with Employer Sick Leave

  • Salary: $85,000/year
  • Monthly income: ~$7,083
  • Policy covers: 70%
  • Employer sick leave: 8 weeks
  • Policy waiting period: 60 days

Payout:
70% of $7,083 = $4,958/month

Since the waiting period matches the sick leave, there’s no overlap — helping reduce premiums.

✅ Example 4: Couple with Mortgage and One Income

  • Main earner salary: $95,000
  • Monthly income: $7,916
  • Policy coverage: 70%
  • Waiting period: 30 days
  • Mortgage repayment: $3,200/month
  • Benefit period: Until age 65

Payout:
70% of $7,916 = $5,541/month

This covers mortgage plus living expenses while recovering.


✅ How Do Tax Rules Affect Benefits?

In Australia:

  • Premiums paid outside super are generally tax deductible.
  • Payouts are taxable (treated as income).
  • Premiums inside super are usually not tax deductible (for individuals).
  • Payouts from super-held policies are also taxable.

Example:
If you receive $6,000/month and your marginal tax rate is 32.5%, your after-tax benefit is around $4,050/month.

This is why many Australians calculate net payout, not gross.


✅ What About Centrelink or Workers’ Compensation?

Even if you’re covered by Centrelink or workers’ comp, these payments are often:

  • Lower than income protection benefits
  • Temporary or means-tested
  • Harder to access unless certain conditions apply

Many Australians use income protection as the primary safety buffer, with government benefits as backups.


✅ Question 3: Is Income Protection Insurance Worth It in Australia?

For many Australians, the answer is yes — but only if designed correctly.

Here’s how to judge its value.

✅ When Income Protection Makes Sense

You should strongly consider it if:

✔ You rely on a regular income to pay rent/mortgage
✔ You have dependents (kids, partner, parents)
✔ You’re self-employed or a contractor
✔ You don’t have much in savings
✔ Your employer provides limited sick leave
✔ You’re paying off a business loan
✔ You’re over 30 and starting to build assets

❌ When It May Not Be Needed

It may be less urgent if:

✘ You’re retired or over 65
✘ You live off investments or passive income
✘ You have significant savings (12+ months’ expenses)
✘ You have income protection via super that meets your needs
✘ You rely on a partner’s income instead

✅ Cost vs Reward: Australian Perspective

Premiums vary based on age, income, smoking status, occupation, waiting period and benefit period.

Example: 35-year-old non-smoker, NSW

  • Income: $90,000/year
  • Wait: 30 days
  • Benefit: 70%
  • Benefit period: to age 65
  • Premium: $75–$110/month (outside super)

Premiums are tax deductible if paid personally, reducing net cost further.


✅ Common Australian Myths About Income Protection

❌ “I’ll just rely on my savings.”

Most Australians have under 3 months’ emergency funds. A long-term illness can wipe out savings quickly.

❌ “My super already covers it.”

Most super-linked insurance only pays 1–2 years of benefits and may not match your salary.

❌ “Workers’ comp will protect me.”

Workers compensation only applies if your illness/injury is work-related — most claims aren’t.

❌ “I’m young and healthy — I don’t need it.”

Over 50% of income protection claims in Australia are from people aged under 45.


✅ How to Choose the Right Policy in Australia

Here’s what to check before buying or adjusting your income protection:

🔹 1. Confirm insured income level

Does it match your real earnings?

🔹 2. Check waiting period flexibility

Can you afford to wait 30, 60 or 90 days?

🔹 3. Decide benefit duration

Short-term cover (2 years) or until 65?

🔹 4. Look at inside vs outside super

Outside super = more control and features
Inside super = automatic coverage but limited

🔹 5. Read exclusions carefully

Look for mental health, pregnancy, back injury, and pre-existing condition limits.

🔹 6. Consider indexation

Will your benefit increase with inflation?


✅ Quick Comparison: Inside vs Outside Super

FeatureHeld in SuperPurchased Personally
Tax DeductionNo (for you)Yes
FlexibilityLimitedHigh
Waiting PeriodOften fixedChoice
Benefit PeriodUsually 2 yrsUp to age 65/70
Payout TaxYesYes
Premium PaymentAuto (from super)You pay directly
UnderwritingSimpleMore thorough

✅ How Much Cover Do Australians Usually Need?

A simple formula many financial advisers use:

Monthly benefit = (Total monthly expenses) ÷ 0.7

Example:

  • Mortgage: $2,600
  • Groceries: $900
  • Utilities: $450
  • Insurance, fuel, transport: $650
  • School/childcare: $800
  • Miscellaneous: $700

Total expenses: $6,100/month
To replace that at 70% cover:
$6,100 ÷ 0.7 = $8,714/month of insured income

So you’d insure an annual salary of around $104,500.

Also Read: Life Insurance Investment: A Complete Guide for Australians


✅ Final Thoughts: Should Australians Prioritise Income Protection?

If you earn an income, have dependants, pay off a mortgage, or don’t have a full year’s savings — income protection can be a financial lifesaver.

It ensures you don’t burn through savings, rely on credit cards, default on loans or depend on Centrelink.

✅ Best Next Steps for Australians:

  1. Check if you already have cover via super (and how much it pays)
  2. Calculate how long you could survive without income
  3. Decide your ideal waiting and benefit periods
  4. Get at least two quotes from insurers or a broker
  5. Work out after-tax benefit vs cost
  6. Review exclusions, indexation and expiry age

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