Thursday 4 September 2025
12:00pm-1:00pm (AEST)
Up to 1 CPD hours available
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Division 296 tax is set to change the game for clients whose super balances exceed $3m. Not only will it increase the tax they pay, it will also mean they are taxed on unrealised gains within their super fund. The understandable reaction from many clients is that now is the time to wind down super balances with some urgency.
Some of this urgency is entirely appropriate but some is misdirected and counterproductive.
In this webinar, we will first explain the tax, answer the most frequently asked questions and dispel common myths and misunderstandings.
But more importantly, we will explore a range of real life client scenarios and share our extensive financial modelling on how this tax influences decisions about investing within super. We’ll identify the types of clients who might be better off leaving their wealth in super despite the new tax, as well as those who might be better off investing externally. What are the big factors that will drive the best outcome? Are there rules of thumb advisers can use to help advise their clients?
Meg Heffron
Managing Director, Heffron
Meg Heffron has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses. She is a sought-after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.
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