Episode 133 | Division 296 - The five Ws of the new superannuation tax
This case study based session outlines the proposed new tax on superannuation from 1 July 2025 for those with a superannuation balance of more than $3,000,000.
The session will cover who will be impacted, the process and formulas required to calculate a Division 296 liability, client impacts and potential strategies.
This session will be CPD accredited.
Access our new BT Panorama training courses, a practical and engaging way to help you get the most from the wide range of BT Panorama features. This training is delivered on our new interactive training portal that allows you to complete courses in a logical sequence and track your progress along the way.