Lunch seminar: Managing your wealth: Division 296

A fantastic lunch seminar was hosted for clients at The Boat House to unpack the ATO’s latest tax on superannuation funds.

Following the release of the recent Division 296 legislation, as well as it’s subsequent revisions, there was much confusion and concerns around the possible implications. The seminar sparked engaging conversations about the latest government updates, their impact on investments, and why diversification is more important than ever in today’s uncertain market. It was a thought-provoking session, full of valuable takeaways and important insights.

Chris Oates, RSM Financial Services Director, facilitated the discussion with expert insights from Cody Keating, RSM Business Advisory Manager, and David Berthon-Jones, Joint Chief Investment Officer at Aequitas Investment Partners.

VIEW THE EVENT PHOTOS BELOW: