Superannuation Tax Changes Explained — What You Need to Know
In this episode, Amy and Rob break down the newly updated superannuation tax changes and what they mean for investors. They discuss the revised $3 million and $10 million thresholds, the removal of the unrealised capital gains tax proposal, and the introduction of indexation moving forward.
They explore alternative structures such as individual ownership, family trusts, companies, and investment bonds—along with the considerations that come with each option.
Whether you’re directly affected by the new thresholds or simply want to stay informed about Australia’s superannuation landscape, this episode will help you understand the changes and the strategic thinking behind them.
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.
Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.