The ultimate super update series for busy professionals

Our next webinar - unpacking the new tax for those with more than $3m in super

This new tax now has a name (“Division 296 tax”) and while it’s not yet law, some clients want to get ready well in advance. In our next Super in 60 webinar, we will re-cap the key features of the tax but more importantly, share some of our modelling of its impact. Specifically, what are the key issues to think about for your clients that may want to remove some of their super? Are there ideal ways to do it? Or preferred timing? Even if you’re not planning to give specific advice on planning for this tax, we can give you the headlines and key questions to ask your clients in anticipation.

Super in 60 is a webinar series for those who don’t work extensively with SMSF or superannuation clients but do need to be confident in spotting opportunities or concerns to raise with internal teams or clients. It’s 1 hour of highlights, rather than the details, delivered every 6 months by the industry’s most highly regarded superannuation experts.

As a valued Heffron Actuarial Certificate client, it is completely free to any number of people in your firm as a “thank you” for using our service. (Normal price is $176 per attendee per webinar.) If you are not an Actuarial Certificate client, please click here to purchase a registration.