NTAA Hot Spots Series Seminars – included for Gold Members, click here for more information.

The Government has made major changes to its $3m super cap measure from 1 July 2026.  These changes will reshape retirement and wealth structuring for clients and will impose NEW obligations on SMSFs.

This online seminar unravels all the key changes to the $3m super cap, who will be affected and what clients should be doing now to prepare for the NEW rules.

Topics covered:

• How to identify which clients will be subject to the $3m super cap
• Calculating a client’s additional tax liability under a NEW methodology
• Taking advantage of the NEW cost base reset rules for SMSFs
• Using a super withdrawal strategy to sidestep the $3m super cap
• Using spouse equalisation strategies to mitigate the $3m super cap
• Planning considerations for death benefit pensions

Bonus – All Delegates receive:

• PDF of comprehensive seminar notes
• 2.5 hours of CPD
• The online recording to revisit at your convenience