This event is co-hosted by Heffron Consulting and the SMSF Association.
Event overview:
Division 296 v2.0 – practical insights on what needs action before 30 June 2026 vs 30 June 2027, and the longer-term strategic implications.
Event details:
In this two part masterclass, we’ll step through the mechanics of Division 296 (v2.0), including what needs to be addressed before 30 June 2026, what can safely wait until 30 June 2027, and where the key risk areas lie.
We’ll also examine the longer term strategic implications—particularly when members die, restructure, or wind up their SMSF—so you can confidently advise across the full lifecycle.
Our masterclass will explore:
• who’s caught and who’s excluded
• how the tax is calculated
• the new definition of total super balance and when it matters
• what’s included in Div 296 earnings and what isn’t
• concessions for pre 30 June 2026 assets
• how the rules work differently for SMSFs vs large funds
By registering for this webinar, you agree that we will handle your personal information in accordance with our privacy policies. You also consent to us sharing your information with Heffron Consulting and the SMSF Association. They may use this information for marketing purposes and contact you regarding their services. For more details, including their respective privacy policies, please visit www.heffron.com.au or www.smsfassociation.com.
