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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the ever-topical Div 296 tax proposal and what it will mean for Australians.

Super tax increasing?

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the ever-topical Div 296 tax proposal and what it will mean for Australians.

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Topics covered today:

  1. A brief history of tax in the superannuation system
  2. How does the proposed Div 296 tax work?
  3. The massive financial impact of using non-indexed caps
  4. Complexity around taxing unrealised gains
  5. Is it still worth investing in superannuation?
  6. What you should be doing right now

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