Knowledge hub

Division 296 | Demystifying the $3 Million Superannuation Tax

Back to podcasts

By Capital Partners Podcast | The Purposeful Investor

Join Aden Wilkins and SMSF expert Jemma Sanderson as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.

  • (02:00 – 07:00) What is the Division 296 Tax
  • (07:00 – 12:00) Debunking myths about superannuation tax rates
  • (12:00 – 16:00) Unrealised gains and lack of indexation
  • (16:00 – 24:00) Exploring alternative investment strategies
  • (24:00 – 33:00) Managing potential tax implications

Materials:

Div 296 – $3m tax

The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.

Ideas & insights

Knowledge Hub

The ABC of Systematic Investing

Podcast | The Purposeful Investor • podcast

From Deposit Roadblocks to Smart Pathways into the Property Market

Podcast | The Purposeful Investor • podcast

The Evolution of Finance and Systemic Investing

Podcast | The Purposeful Investor • podcast

Dusting off the Crystal Ball to Understand Investing in 2026

Podcast | The Purposeful Investor • podcast

The Last Victim of Australia’s Most Prolific Con Man: Tracy Hall’s Journey from Victim to Advocate

Podcast | The Purposeful Investor • podcast