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.

Plan your future
Get in touch

For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.

Click here to view our Privacy Policy

Ideas & insights

Knowledge Hub

The Financial Year That Broke Every Forecast

Podcast | The Purposeful Investor • podcast

From a White Camry and a Lunchbox to One of WA’s Leading Wealth Firms: The Capital Partners Story

Podcast | The Purposeful Investor • podcast

What Is the Difference Between Wealth Management and Financial Planning? 

Wealth Planning • Article

Episode Recap: Why 60% of Australians Are Headed for an Estate Planning Disaster

Markets and Investments • Article

Why 60% of Australians are Headed for an Estate Planning Disaster with Morgan Solomon

Podcast | The Purposeful Investor • podcast