
The $3M Shift: Navigating the new era of Superannuation Tax.
The landscape of Australian superannuation is shifting. With the introduction of the new $3 million threshold, many
high-balance members are facing a significant change in how their wealth is taxed. This isn't just a simple adjustment it introduces a
complex tax on unrealised capital gains, which could fundamentally change the way you manage your portfolio
In this webinar we will break down the fine print so you can plan with confidence.
- Decoding Div 296: A clear explanation of how the new 15% tax is calculated.
- The 'Unrealised' Trap: Understanding why you might be taxed on gains you haven't even cashed out yet.
- Strategic Alternatives: Exploring investment structures outside of super
-
Liquidity Planning: How to ensure your fund has the cash flow to meet new tax obligations without selling down key assets.
- Timeline to July 2025: A step-by-step checklist of what you need to do before the new rules take effect.
Who Should Attend?
This session is essential for:
- Self-Managed Super Fund (SMSF) Trustees.
- Individuals with total super balances approaching or exceeding $3 million.
- Business owners and professionals using super as a primary wealth vehicle.
- Family members managing intergenerational wealth.
| When: |
Tuesday 15th May 2026 |
| Time: |
12pm-12:45pm |
| Where: |
Online webinar |
| Fee: |
Complimentary |
REGISTER
REGISTER