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.
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| Date | Topic |
|---|---|
| 29 Jan 2025 | Episode 118 - Margin Lending : Watch now |
| 12 Feb 2025 | Episode 119 - To be, or not to be? With ethics, it's never a question : Watch now |
| 26 Feb 2025 | Episode 120 - I've got another concession to make : Watch now |
| 12 Mar 2025 | Episode 121 - Investing outside of superannuation : Watch now |
| 26 Mar 2025 | Episode 122 - 2025 Federal Budget : Watch now |
| Date | Topic |
|---|---|
| 2 Jul 2025 | Episode 129 – SMSF investments and 13.22C unit trusts : Watch now |
| 16 Jul 2025 | Episode 130 - Support at Home program : Watch now |
| 30 Jul 2025 | Episode 131 - Small Business CGT - Tax efficiency meets super advice: Watch now |
| 13 Aug 2025 | Episode 132 - Ethics : Register now |
| 27 Aug 2025 | Episode 133 - Social Security : Register now |
| 10 Sep 2025 | Episode 134 - TBA : Coming soon |
| 24 Sep 2025 | Episode 135 - Regulatory update : Coming soon |
| Date | Topic |
|---|---|
| 08 Oct 2025 | Episode 136 - Superannuation : Coming soon |
| 22 Oct 2025 | Episode 137 - TBA : Coming soon |
| 05 Nov 2025 | Episode 138 - Ethics : Coming soon |
| 19 Nov 2025 | Episode 139 - FAQs and most interesting tech hotline questions : Coming soon |
| 03 Dec 2025 | Episode 140 - Westpac economics update : Coming soon |
| 17 Dec 2025 | Episode 141 - Regulatory update : Coming soon |