Our next webinar - unpacking the new tax for those with more than $3m in super

This new tax now has a name (“Division 296 tax”) and while it’s not yet law, some clients want to get ready well in advance. In our next Super in 60 webinar, we will re-cap the key features of the tax but more importantly, share some of our modelling of its impact. Specifically, what are the key issues to think about for your clients that may want to remove some of their super? Are there ideal ways to do it? Or preferred timing? Even if you’re not planning to give specific advice on planning for this tax, we can give you the headlines and key questions to ask your clients in anticipation.

 

About this series

Super in 60 is a webinar series for those who don’t work extensively with SMSF or superannuation clients but do need to be confident in spotting opportunities or concerns to raise with internal teams or clients. It’s 1 hour of highlights, rather than the details, delivered every 6 months by the industry’s most highly regarded superannuation experts.

It’s perfect for those working with private clients and small business owners, or even just those who want to make sure their super knowledge is current. It will help you achieve:

• Consistency across your business  - everyone who attends will have important super knowledge, not just the SMSF experts in your firm,
• Knowledge that’s relevant for all your clients, not just those with SMSFs, and
• New opportunities to add value to your clients simply because more people in your firm are equipped to spot issues.

As a valued Actuarial Certificate client, it is completely free to any number of people in your firm as a “thank you” for using our actuarial certificate service. (Normal price is $176 per attendee per webinar.) If you are not an Actuarial Certificate client, click below to purchase a registration.

 

 

Purchase now Actuarial Certificate Clients

 

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Registering for this event entitles only the registered person to watch the event live or to view the recording. CPD will be provided to registrant only unless a substitute attendee has been agreed more than 24 hours prior to the event. Contact events@heffron.com.au to request any substitute attendee arrangements. Please note that additional fees may be sought should there be unauthorised access to the event, recording or assessment.