What advisers need to know about Division 296
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What advisers need to know about Division 296
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In this episode of The ifa Show, host Mikaela Henschel speaks with Sonas Wealth managing director and SMSF specialist adviser Liam Shorte, one of the more vocal critics of Division 296, about how the tax is playing out with clients now that it is law.
Liam explains why he thinks the industry was right to push back on the original proposal and why liquidity and the death benefits tax are now a bigger concern for many families than Division 296 itself.
Listen as they discuss:
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Why pulling money out of super is overrated for most clients.
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How executors could end up liable for the Division 296 tax bill.
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Why every couple should be equalising their balances from age 60.
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What happens when clients take their advice from AI.
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