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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.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
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By Consortium Private WealthIn 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.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.