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Recorded Webinars

Recorded Webinar: $3 Million Super Tax: Strategic Moves Accountants Should Be Talking About Now

With the new Division 296 tax looming, the question isn't just what the $3 million super tax is — it's what to do about it. While the policy remains in draft form, many high-net-worth clients are already making premature moves out of super, often without the benefit of strategic a
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Webinar

With the new Division 296 tax looming, the question isn't just what the $3 million super tax is — it's what to do about it. While the policy remains in draft form, many high-net-worth clients are already making premature moves out of super, often without the benefit of strategic advice. This session is designed to help accountants step into a more influential advisory role by reframing how clients think about their super within the broader family wealth structure. More than just explaining the extra 15% tax, this session goes deeper, exploring smart, forward-focused strategies to manage exposure and preserve long-term value, including:

  • Is super still the right home for certain assets? Rethinking where value is held
  • When (and how) to move assets: timing strategies and transition planning
  • Modelling future impacts: the role of projections in shaping current decisions
  • Intergenerational consequences and estate planning trade-offs
  • Balancing control, compounding and tax: building a more dynamic strategy

Presented By

Michelle Griffiths
Partner, TAG Financial Services Melbourne, Vic.

Michelle Griffiths is a founding Director of TAG Financial Services Pty Ltd, a Chartered Accountant and qualified investment adviser. Michelle is widely known for her practical approach to some very technical topics. She is a recognised superannuation, investment and taxation specialist and consults on all matters relevant to wealth management.

Michelle is passionate about sharing her knowledge. Her case study based presentation style is a welcome change of pace, always providing some practical ideas and discussion points for you to use with your clients.

Who Should Attend?

The audience for this webinar will be accountants with some knowledge in all states and territories. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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