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Division 296 | Demystifying the $3 Million Superannuation Tax

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• By Capital Partners • Podcast | The Purposeful Investor

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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

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