Division 296 | Demystifying the $3 Million Superannuation Tax Artwork

The Purposeful Investor

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The Purposeful Investor

Division 296 | Demystifying the $3 Million Superannuation Tax

May 30, 2025 • Aden Wilkins & David Andrew • Season 2

Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.

(02:00 - 07:00) What is the Division 296 Tax
(07:00 - 12:00) Debunking myths about superannuation tax rates
(12:00 - 16:00) Unrealised gains and lack of indexation
(16:00 - 24:00) Exploring alternative investment strategies
(24:00 - 33:00) Managing potential tax implications

Materials:

Div-296-3m-tax.pdf

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

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This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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