Details

Whether you're working with an adviser or managing your own fund we can provide you with the latest information to keep you informed and educated on all things SMSF.  Each Trustee Quarterly Webinar will tackle a topic relevant to SMSF trustees. 

We help you to:

• understand the requirements of a trustee;

• meet your responsibilities; and

• get the most out of your SMSF.

Topic

The Government intends to introduce a new tax on people who have more than $3m in super. While it hasn’t yet been passed, legislation is already in Parliament to introduce this new tax and a Senate Committee has recommended it is passed. If it is, the new tax will be called “Division 296 tax” and will come in from 1 July 2025. In out next webinar we will:

• Explain how the tax is intended to work at this stage
• Clarify some common misunderstandings and
• Talk through some of our modelling on how this tax might impact our clients.

Presented by our Managing Director, Meg Heffron.

 

Register now

 

By registering for this event you agree to receive communications from any partners we may engage for this event.  If you do not wish to receive these communications please email events@heffron.com.au