July 18 @ 12:30 PM - 1:30 PM AEST
With the Division 296 tax measure once again in the spotlight, it’s more important than ever for advisers to fully understand the scope, implications, and strategic considerations tied to this major policy shift.
Join Natasha Panagis and Stuart Sheary as they break down the latest developments surrounding this proposed additional tax on earnings for individuals with total superannuation balances exceeding $3 million. Tailored specifically for professionals working with SMSFs and high-net-worth clients, this session offers timely insights and practical guidance.
What will be covered:
- A clear recap of who is affected and when the changes are expected to apply
- Step-by-step explanation of how the Division 296 tax is calculated using the earnings formula
- How the carry forward loss rules work and their long-term effect on liabilities
- Key considerations for SMSF trustees – including liquidity, valuation, and reporting complexities
- Strategic planning points – is super still the right structure for accumulating wealth?
Whether you’re already advising impacted clients or preparing for what’s to come, this session will equip you with the clarity and technical grounding to navigate the evolving landscape with confidence.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Natasha Panagis
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services areas, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distill and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.
Stuart Sheary
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
