Ep 65: Unrealised Tax on your Super - with Jeremy Iannuzzelli Titelbild

Ep 65: Unrealised Tax on your Super - with Jeremy Iannuzzelli

Ep 65: Unrealised Tax on your Super - with Jeremy Iannuzzelli

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Unrealised Tax on your Super

Are you quietly building a solid super fund, only to find the rules might change against you? In this episode, Jeremy Iannuzzelli breaks down Division 296—a new tax that could sting Aussies with over $3 million in super, even if the gains aren't cashed out.

Using real numbers and a relatable example, Jeremy walks through how this tax is calculated and why it might be one of the most quietly controversial policies we’ve seen in years. He covers terms like pro-rata gains and adjusted TSB and explains why your super’s growth could trigger a tax bill before you even see the money.

But it’s not all doom and gloom—Jeremy also shares practical advice on how to stay ahead. Whether you’re already at the $3 million mark or aiming for it, this episode is packed with the insights your accountant probably hasn’t told you.

❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/askanyquestion

Get in touch with Jeremy and his team:

Website:
https://www.praediumpartners.com.au/

Disclaimer:
This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.

The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.

Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.

By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening.

See omnystudio.com/listener for privacy information.

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