Ensure you’re equipped to make confident, informed decisions about your Self-Managed Super Fund in the new financial year.
Aintree Group is hosting a series of exclusive lunchtime events to help clients understand the superannuation changes taking effect from 1 July 2025, and what they mean for Self-Managed Super Funds (SMSFs).
We design these sessions to provide practical guidance for self-managed super fund members, with a particular focus on the proposed Division 296 tax on member balances above $3 million.
These sessions will provide:
- A clear rundown of the upcoming super fund legislation and tax changes.
- General advice on how to approach SMSF tax planning and asset protection strategies.
- An opportunity to raise specific questions with our tax and SMSF experts.
Spaces are limited and invitations will be sent directly to eligible clients. Please register using the form below to secure your spot at your preferred date.
Our Presenting Panel:
Shane McKenna CA
Managing Director
James Stephen
Aintree Group Wealth Director
David Bishop CA
Superannuation Manager
Register Now:
Spaces are limited at each session. Please register using the form below to secure your spot.
What’s Changing?
From 1 July 2025, if your total super balance (across all your super funds) is above $3 million, you could face an extra 15% tax on the earnings related to the portion of your super that exceeds this threshold.
This is in addition to the existing tax you already pay within your fund.
These events will help you:
- Understand what Division 296 tax means for you and your Self-Managed Super Fund; including how the $3 million cap works and how the additional 15% tax is calculated and collected.
- Explore tax planning strategies to consider in response to the new rules.
- Clarify your record-keeping and reporting obligations.
- Get answers to your questions from our experts.
