Event Details

Beyond the Cap: Strategic Planning for the Proposed $3M Super Threshold

Date:
17 Jun 2025 at 6:00 PM to 7:00 PM
Location:
Online (AEST)
Host:
RACP Queensland

This national webinar will feature experts from William Buck sharing essential strategies and planning for the proposed $3 million superannuation threshold.

What the webinar will cover:

  • Understanding the mechanics of the proposed $3 million super balance cap and how the tax may be applied.
  • Exploring real-world case study showing the impact on super balances.
  • Learning about strategic responses, including withdrawal considerations and alternative investment structures.
  • Gaining clarity on timing, legislative progress, and what actions (if any) are needed now.

Experts from William Buck will be answering Q&A live throughout the session.

Note: This webinar is geared towards the Australian tax system. Aotearoa New Zealand members who wish to attend will need to seek alternative, local advice.

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