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Div 296 tax – the new tax on members with more than $3 million of super benefits

The returning Labor Government intends to legislate its proposed new tax on members with more than $3 million in super (known as Division 296 tax). In this session, we will examine the proposed new tax including:

• How the tax works

• How the tax is payable

• How it interacts with death benefits

• Div 296 tax strategies

• Practical examples

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 knowledge or interest in Superannuation

 

Presenter

Phil Broderick, Principal

Phil 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. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.

View Phil’s full profile here

Philippa Briglia, Special Counsel

Philippa is a special counsel in Sladen Legal’s business law team and works primarily in the areas of superannuation, succession planning, and trust law.

She has extensive experience in advising on the superannuation regulatory framework, particularly in an SMSF context. She regularly provides advice on complex structures and arrangements involving SMSFs and SMEs.

View Philippa’s full profile here


View the Recording

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Family trusts and incapacity - who is in control?