Since its announcement in February 2023, the proposed Division 296 tax on superannuation earnings over $3 million (aka the $3 million Super Tax) has caused significant concern, primarily due to the taxing of unrealised gains rather than actual income.
With legislation expected to pass soon, questions continue to surface, particularly around the controversial move to tax unrealised gains, not just actual income. It’s been a hot topic in the media and we’ve seen a sharp rise in client queries trying to understand how it will impact them.
Join Katie Timms, Partner, Superannuation and Self-Managed Superannuation Services, for the next Business Essentials Webinar as she deep dives into this proposed tax, covering topics such as:
✅ The journey to where we are today✅ How the tax works
✅ Considerations on withdrawing assets from super to avoid Division 296
✅ A deeper look into some examples of how this can impact different types of assets
✅ The practical implication of paying the tax
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Date:
Wednesday, 4 June 2025 |
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Time: 12:00PM AEST | 10:00AM AWST
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Venue: Please note, this webinar is hosted via Zoom.
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Katie specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning....
A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme. Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.
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