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Division 296: Why Australia's New Super Tax Changes the Strategic Conversation for High-Balance Investors

From 1 July 2026, Australia's superannuation system enters a new phase. Division 296 introduces an additional tax on superannuation earnings for individuals with large balances, changing how sophisticated investors should think about super as part of their broader wealth strategy.

From 1 July 2026, Australia's superannuation system enters a new phase. Division 296 introduces an additional tax on superannuation earnings for individuals with large balances, changing how sophisticated investors should think about super as part of their broader wealth strategy.

A quiet Tasmanian beach at dawn

Opinion

The Family Office – A Family’s Personal CFO

In the corporate world, a Chief Financial Officer (CFO) coordinates planning, budgeting, forecasting, and financial strategy. High‑net‑worth families have similar needs across wealth, investments, and legacy.

In the corporate world, a Chief Financial Officer (CFO) coordinates planning, budgeting, forecasting, and financial strategy. High‑net‑worth families have similar needs across wealth, investments, and legacy.

Opinion

Dr Frances Donaldson says she has worked hard for 64 years and that she would hate for all her savings to be lost because of poor financial advice.

Dr. Frances Donaldson, the 2023 Senior Australian of the Year for Tasmania, began her nursing career at the Royal Hobart Hospital in 1959.

Dr. Frances Donaldson, the 2023 Senior Australian of the Year for Tasmania, began her nursing career at the Royal Hobart Hospital in 1959.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

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