The introduction of the Division 296 changes to super from 1 July 2025 will have a significant impact on the tax efficiency of investing through super. The questions that this session will answer included:
- Is it now time to consider alternative structures for retirement and succession planning? What are the options? How do they compare?
- How do you have discussions with clients around such a step, given interplay between financial advice and tax; and
- Are there anti-avoidance risks.