Understanding Division 296 Tax and your SMSF

HFB invites you to join us for an informative seminar designed to explain how the legislation works, who it applies to, and the key considerations for affected members. 

Presented by our SMSF specialists, Shona Sherman and Danielle Barrow, this seminar will provide a practical overview of the new rules, including how Division 296 Tax is calculated, what counts as earnings, and planning considerations that may assist affected members.

What we will cover:

  • What Division 296 Tax is and why it has been introduced
  • Who may be affected by the new rules
  • How the tax is calculated, including practical examples
  • What constitutes “earnings” for Division 296 purposes
  • Planning considerations before 30 June 2027
  • Common misconceptions and traps to avoid
  • An opportunity to ask questions and gain clarity on the new legislation

This session is intended to provide general information and education only and does not constitute personal taxation, financial or legal advice.

Seats are limited, so secure your spot today!

📅 Event Details:
📍 Cleveland Session – Wednesday, 26 August | 10:00 AM
📍 Hamilton Session – Thursday, 27 August | 10:00 AM

📌Register by Friday, 21 August 2026: see links below

Cleveland Session

Hamilton Session

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