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Superannuation remains one of the most tax-effective investment structures in Australia. However, as balances grow, so too does government scrutiny.In our latest PKF Podcast episode, host Courtney Charleson speaks with Daniel Clements, Partner in our Superannuation team, to break down the proposed changes and what they mean in practice.While recent...
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From 1 July 2025, the Government is proposing a new tax—Division 296—for individuals with a total superannuation balance (TSB) exceeding $3 million. If legislated, the tax would apply an additional 15% on the earnings attributed to the portion of a member’s balance above the $3 million threshold.While this has prompted...
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With increased scrutiny on SMSF property valuations, trustees
must ensure valuations are based on objective, supportable data
and meet updated guidelines to avoid audit complications.