Navigating Div 296 – Preparing for the $3M Super Tax

Join us for an essential update on Division 296 legislation, covering the latest client impacts, and preparation strategies, including a deep dive into the proposed 15% tax on superannuation balances over $3m, effective from 1 July 2025

With the possibility that the proposed Division 296 legislation will be effective as of 1 July 2025 there are questions to be discussed and answered, including:

• What is the latest that we know?
• Which clients will it affect?
• How will the tax actually work?
• Is there anything we can do to prepare for this?

The proposed legislation includes an additional 15 per cent tax on a proportion of income attributable to superannuation balances over $3m.

If passed, it’s crucial to understand its implications.

This session is designed to help you navigate the complexities of the proposed new tax rules and make informed decisions about your financial future.

Topics covered include:

•  A deep dive into the proposed legislation
• Case studies to showcase how the tax is calculated and its resulting impact
• What to consider and discuss with your adviser

Each month, SuperConcepts has kindly offered one FREE Technical Consultation session, valued at over $400. All attendees that take the time to email Craig Stone from SuperConcepts during the week of the webinar (by COB Friday) will be automatically entered into a random chance draw to win (Craig’s email will be provided during the webinar). This Technical Consultation session can be used to address any questions you may have and also provide guidance on any SMSF trustee responsibilities.

Learning Outcomes:

• The Div296 legislation and how it will impact various superannuation members
• How members can best plan for the legislation when it is enacted

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation