Morrows Private Wealth explains the Proposed 3 Million Super Tax (Division 296) Changes
In this presentation, Morrows explains the new superannuation tax set to be introduced in July 2025; Division 296 is a proposed tax measure that would impact individuals with a Total Superannuation Balance (TSB) of over $3 million at the end of a financial year.
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If you have any questions regarding the materials discussed throughout the presentation, please reach out to your Morrows advisor to introduce you to one of our licensed financial advisors.
Additional Resources
Click on the link below to access the slides used in the above briefing.
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Brendan Mainey
SMSF Specialist, Morrows
Brendan is a Chartered Accountant with over 15 years of experience in SMSF management and holds the CA SMSF Specialist Accreditation. A trusted advisor at Morrows, Brendan is known for his deep understanding of the regulatory landscape and commitment to helping clients navigate complex superannuation rules with clarity and confidence. His proactive approach to professional development ensures he delivers advice that is current, compliant, and aligned with clients’ long-term financial goals. He is known for helping clients navigate complex superannuation rules and legislative changes, including the introduction of Division 296. Brendan is passionate about educating and empowering clients to make confident, compliant financial decisions. His ability to distil technical issues into practical, strategic insights makes him a valued member of the Morrows One Team.