Think your super is safe? The real tax hit isn’t coming from where you think.

In this episode, Mish teams up with self-managed super expert Kerry Bridgeland to unpack the scorching-hot $3 million super tax proposal. They cut through the noise to expose the real risks like unrealised gains, no indexation and inheritance traps, and deliver the insight on what business owners and commercial property investors should really be thinking about right now. 

Whether you’ve got 3 million, 30 million, or are just setting up your SMSF, this conversation is the financial wake-up call you didn’t know you needed.

The episode is tailored for you if:

• You’re a commercial property owner using or considering SMSFs

• You’re an investor with super balances nearing or exceeding $3M

• You’re a baby boomer planning retirement or intergenerational transfers

• You’re a financially-savvy business owner

• You’re anyone managing a self-managed super fund who wants to stay ahead of legislation changes

  
  

WHAT YOU'LL DISCOVER IN THIS EPISODE:

• Why superannuation is Australia’s economic engine and your most powerful tax shelter (02:01)

• How the new $3M super tax works and why it could affect more people than you think (04:15)

• Taxing unrealised gains and what it means for property owners in particular (06:06)

• A bold take on why $7 million might be “enough” for retirement, and who really benefits from current super laws (11:10)

• Strategic moves you can make now to use your super to support your children without triggering massive taxes (17:55)

• The inheritance tax hiding inside your super fund and how to legally avoid it (21:41)

• How to move property out of your super with little to no stamp duty, and when you should (27:56)

• The inside scoop on political backing, potential changes, and why the $3M tax is practically a done deal (36:19)

• What you should do with your SMSF right now (43:21)

#SMSFstrategy #CommercialPropertyInvestment #SuperFundTax #WealthPlanningAustralia #FinancialLiteracyMatters #RetirementPlanningTips #SMSFexperts #LegacyPlanning #AustralianTaxLaws #TaxFreeSuper #SmartSuperMoves #SelfManagedSuperFunds #IntergenerationalWealth #CashOutStrategy #RealEstateInSuper #SuperFundChanges #SuperannuationInsights #TaxPlanningAustralia #SuperTaxReform #SMSFPropertyTips

SHOW CREATED BY REVOLVE COMMERCIAL PROPERTY PODCAST

HOSTED BY: Mish Daniel

Ph: +61 401 313 573

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