Concerned about the Super Cap?
Let’s talk about how it could affect you.
If you’ve read about the potential impact of the Division 296 tax in the Queensland Country Life, you’re likely wondering how these proposed changes could affect your financial future—especially if you’re a farmer or have significant assets tied up in property.
Our expert advisors have been closely monitoring these developments and are here to help you navigate through this uncertainty. By filling out the form, we can get in touch to discuss your personal situation and guide you through the complexities of the proposed $3 million super cap and its implications.
Together, we can plan ahead and ensure you’re prepared, whatever the outcome. Reach out today—our team is ready to assist you.
Learn more by reading our other articles below.
Kylie Wright CFP® M.Finplan
Kylie is the Wealth Management Partner at Ulton, with nearly 30 years of experience in financial services. A certified Financial Planner® and specialist in SMSFs, estate planning, and capacity planning, Kylie is known for her holistic approach to financial planning. She takes the time to understand her clients' entire financial and family structures, providing tailored advice designed to maximise opportunities.
A specialist member of the SMSF Association of Australia, Kylie has deep technical expertise in the area of SMSFs. Her expertise also extends to estate planning and capacity planning, where her focus is on protecting her clients' legacies and ensuring their wishes are respected, even in difficult circumstances. By combining her technical expertise with a deep understanding of what success means through the eyes of each individual, Kylie helps her clients manage life’s complexities with confidence and clarity.
Kylie’s goal is to empower clients to make confident, informed decisions that lead to financial freedom and tangible rewards for their hard work.
Jes Wilkinson M.Finplan
Jes is a wealth advisor with almost two decades of industry experience. Having made her start in financial services in 2006, Jes began providing advice in 2012, and achieved her Master of Financial Planning in 2019.
Jes’s focus is on bringing clarity to her clients’ lives, particularly in cases where complex structures are involved. A critical thinker, her advisory style is comprehensive. She invests in understanding her clients’ complete position, not just one slice of it. The philosophy behind this approach is simple—equipped with an all-angles view of her clients’ world, she can deliver advice that truly serves their big-picture goals. Goals like: maximising their retirement years, passing their business onto the next generation, or providing for the generations to follow.
Jes’s comprehensive way of working brings a closeness to her client relationships—relationships that grow to encompass a lot more than just finances. She is a trusted partner for the entire journey, by her clients’ sides to weather every storm and celebrate every milestone. In her words, she shares life with her clients.