Tax Update: What’s in focus for 2026? | Melbourne| 24th February

TTax Update: What’s in focus for 2026?

Join RSM for a comprehensive update on the key developments shaping the tax and advisory landscape in 2026.

The session will cover the latest tax policy developments, including a timely discussion on Division 296 and its impact on high-balance superannuation members. We will also explore Payday Super, why the time to act is now, and the steps advisers should be considering to help clients prepare.

Key topics include:

Tax policy updates and emerging reforms
Significant ATO administrative positions and Public Advice and Guidance (PAG)
Key case decisions relevant to your clients, including matters currently before the courts
The latest advocacy issues

Key insights include:

Tax and superannuation settings are changing rapidly, with Division 296 and Payday Super requiring early, proactive conversations to manage risk and client expectations.
ATO administrative positions and Public Advice and Guidance continue to shape compliance outcomes, making it critical for advisers to stay aligned with current ATO interpretations, not just legislation.
Recent and upcoming court decisions will directly influence advice strategies, highlighting emerging risk areas and reinforcing the importance of contemporaneous documentation and defensible positions.
Advocacy remains essential to improving the tax system, particularly for SMEs and practitioners, with ongoing consultation helping to shape workable policy and administration.
Effective estate planning must integrate tax, superannuation, and legal considerations, especially around incapacity planning, succession, and Binding Death Benefit Nominations, to avoid unintended outcomes.