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.
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.
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