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Div 296 tax – the issues and strategies

Div 296 tax – the issues and strategies

 In this session, Phil will examine the issues and potential strategies in relation to the new superannuation Div 296 tax, including what (if anything) may be done before 1 July 2026 and 1 July 2027. This topic will include

  • The new Div 296 tax

  • Critical elements

  • The transitional rules

  • Problems in relation to indirect assets

  • Div 296 and death

Who should watch
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of Superannuation

Level of expertise
This webinar is for persons with some experience or interest in Superannuation and taxation and who are looking to improve their knowledge.

Cost: $99.00

If you register more than one attendee, discounts apply:

2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)

Sladen Smart Members: Free

Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via Microsoft Teams.

You can register up to 5 individual attendees (please contact us, should you require more than 10) each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.


Presenter

Phil Broderick

Phil Briderick heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees including being a member and the former chair of The Tax Institute’s superannuation committee and director and chair of the Institute of Financial Professionals Australia (IFPA) superannuation technical and policy committee.

Read more about Phil

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10 February

Tax effective superannuation death benefit planning

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14 April

When Equality Meets Tax Reality in the Estate Plan