IWP Strategic Update - Div 296 Tax ($3M Super Tax)
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IWP Strategic Update - Div 296 Tax ($3M Super Tax)
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IWP Strategic Update (PDF) - https://tinyurl.com/22qgo83x
The proposed Division 296 tax introduces a significant change for superannuation balances over $3 million. With a proposed start date of 1 July 2025, this legislation will apply an additional 15% tax on earnings related to balances above the threshold.
Crucially, this tax is calculated on both realised and unrealised gains, creating potential liquidity challenges for assets like property within an SMSF. Given the start date may be retrospective, it is vital to understand the implications now.
In this video, Cameron and Chris provide a detailed analysis of the proposed law. We walk through worked examples, discuss the impact on asset allocation, and outline key strategic considerations for clients.
Shoudl you wish to watch the full video - please head to YouTube - https://www.youtube.com/watch?v=oRcEjegnwJk
#Division296 #Superannuation #TaxLaw #FinancialPlanning #SMSF #WealthManagement #AustralianTax
Disclaimer: This content is for informational purposes only and does not constitute financial advice.