Join your Tasmania Local Community for an exciting networking opportunity at our upcoming Local Community Event.

Tasmania Local Community Chair Melanie Dunn and SMSF Association Chair Scott Hay-Bartlem will present the following sessions:

Session 1: Preparing for Div296 tax
Melanie Dunn, Principal, Accurium

With the expected reintroduction of the Bills for the $3 million Div 296 measure, accountants and advisors are being inundated with questions from clients about how the new measure may affect them and whether they should be doing anything now.
This session will unpack how the new tax works, who it affects, and whether or not those affected need to act before it becomes law, which is likely to be retrospective to 1 July 2025.
Melanie Dunn will guide you through the proposed Div296 tax measure, who it will affect and bust a number of myths around how it will operate. She will walk you through examples and provide practical strategies to help you assist affected clients.

Session 2: What is hot right now with estate planning for SMSF clients
Scott Hay-Bartlem
Partner, Cooper Grace Ward

Estate planning for clients with benefits in SMSFs always has its challenges. With the superannuation landscape changing as fast as ever, there are more and more challenges in effectively dealing with SMSF benefits on death. So what are the hot issues now? What are the emerging trends and what should we be warning our clients about?

Join us for networking after the session with light refreshments provided.