Information for advice professionals only.
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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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.