The 3 Million Dollar Super Tax – Division 296
There is no doubt that you would have been reading about the proposed Division 296 tax for those that have a superannuation balance above $3 million as at 30 June 2025. We have had some direct conversations and emails with clients, however we wanted to send a note to provide some context and clarity as the media […]
Why Estate Planning for Superannuation Matters, Especially for Non-Dependants
This case study is for illustrative purposes only and does not constitute personal financial advice. Please speak to a licensed adviser to assess your individual circumstances. When Olivia’s father, John, passed away at 74, she expected his superannuation to be part of his estate. What she didn’t expect was the significant tax bill that came […]
