Estate Planning and the Proposed Superannuation Taxation Changes

The Commonwealth Government has proposed significant changes to Australia’s superannuation system – but what do these changes mean for you and your financial future?

Join us for this informative session where we will unpack:

• The proposed reduction in concessions for individuals with total super balances over $3 million
• The implications of taxing unrealised gains
• Practical strategies and considerations for arranging your affairs in light of these changes
• Estate Planning Considerations

Speaker: Damian James, Partner at Matthews Steer

This session is designed for business owners, investors, and individuals who want to stay ahead of the evolving superannuation landscape and make informed decisions.

Stay informed. Protect your wealth. Plan with confidence.