Is your super balance over $3 million?

Understand the Impact of the Proposed Tax on Super Balances Over $3 Million

From 1 July 2025, new legislation is set to introduce a tax on superannuation earnings for individuals with balances exceeding $3 million—including unrealised gains. With the first test date on 30 June 2026, now is the time to become informed and consider strategic planning.

What the Summary Covers:

• Key features of the proposed Div 296 tax

• Who it applies to and how it will be calculated

• Practical examples to illustrate potential outcomes

• Important planning considerations ahead of 30 June 2026

Download Your Free Summary

Our team at Mitchell Partners has prepared this comprehensive guide to help you understand the implications and start planning with confidence.

Complete the form below to download your copy of the Div 296 Tax Summary.