Decoding the Division 296 Super Tax: Planning Ahead for Advisers & Clients
Автор: Tax Nuggets Academy
Загружено: 2025-07-31
Просмотров: 354
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Division 296 tax is proposed to start from 1 July 2025. Are you and your clients ready?
Join Daniel Butler of DBA Lawyers as he covers:
✔️ Withdrawals from SMSFs and key factors
✔️ Reversionary vs non-reversionary pensions under Div 296
✔️ Franking credits and tax effect accounting impacts
Watch now to stay ahead of the changes.
00:00 Welcome and Agenda
02:24 Introduction to Division 296
05:19 Wilson Asset Management (WAM)
12:54 Calculation and main adjustments to Total Superannuation Balance (TSB)
18:53 What Counts in Adjusted TSB?
25:55 Jarrad’s Case Study and Tax Calculation
32:57 Case studies on members below and over $3M balance
34:47 Bobby: Timing the Withdrawal for Tax Efficiency
36:27 Land Tax and Withdrawal Strategy
38:56 Capital Gains Tax Considerations
43:10 Family Trusts and Tax Planning
48:16 Disability Insurance
53:09 Succession Planning and Death Tax
59:51 Q&A and Conclusion
For unlimited access to engaging tax training for accountants, head to www.taxnuggetsacademy.com.au.
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