UBC News

Superannuation Changes: What Does It Mean For High-Net-Worth Individuals?

Episode Summary

High-net-worth Australians with super balances over $3 million face new Division 296 tax changes. In this episode, experts break down the revised thresholds, realised earnings rules, and strategic planning options to help you preserve your retirement wealth. Learn more at https://www.approvedfp.com.au/services/retirement-planning/

Episode Notes

So, if you've got more than three million dollars sitting in your superannuation, the Division 296 tax changes are probably keeping you up at night. And honestly? They should be on your radar. Approved Financial Planners Pty Ltd City: Floreat Address: 7/437 Cambridge St, Website: https://approvedfp.com.au