Division 296 Tax - What we provide
Background, context, analysis and strategies to deal with the Division 296 Tax.
15% extra tax on the earnings of superannuation accounts with balances over $3m
Calculation of Balance = Accumulation Phase Value + Retirement Phase Value+ Rollovers in Transit
Test: Change in the Member's TSB for the income year
What we can help you with.
Sonas Wealth through its SMSF Coach service will help you understand the affects of this tax on your or your family's superannuation. We can help yu devise strategies to implement to reduce the consequences of this tax before and after it starts.
The easy way to start
1.
Understand the Tax
2.
Assess if you may be affected
3.
Seek advice on mitigation solutions
4.
Be prepared!
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